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Lantern Wealth Advisors, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantern Wealth Advisors, LLC on ACN, newest first. How the timeline and the estimate are built.

Lantern Wealth Advisors, LLC held 3,750 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,750 shares
    Change vs previous 13F -1,040 shares

    0.21% of the 13F portfolio, value $466,650.

    13F-HR 0001172661-26-002854 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,790 shares
    Change vs previous 13F +207 shares

    0.49% of the 13F portfolio, value $949,809.

    13F-HR 0001172661-26-001792 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,583 shares
    Change vs previous 13F -2,025 shares

    0.65% of the 13F portfolio, value $1,229,619.

    13F-HR 0001172661-26-001086 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,608 shares
    Change vs previous 13F +1,900 shares

    0.86% of the 13F portfolio, value $1,629,533.

    13F-HR 0001172661-25-005225 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,708 shares
    Change vs previous 13F +308 shares

    0.84% of the 13F portfolio, value $1,407,174.

    13F-HR 0001172661-25-003562 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 4,400 shares
    Change vs previous 13F -11 shares

    1% of the 13F portfolio, value $1,547,876.

    13F-HR 0001172661-25-001319 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 4,411 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,559,200.

    13F-HR 0001172661-24-005015 filed by Lantern Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).