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Lantern Wealth Advisors, LLC: AVUS position timeline

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

Lantern Wealth Advisors, LLC held 86,529 AVUS 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 86,529 shares
    Change vs previous 13F +3,890 shares

    5.07% of the 13F portfolio, value $11,082,634.

    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 82,639 shares
    Change vs previous 13F +611 shares

    4.71% of the 13F portfolio, value $9,187,804.

    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 82,028 shares
    Change vs previous 13F -5,953 shares

    4.87% of the 13F portfolio, value $9,169,090.

    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 87,981 shares
    Change vs previous 13F -750 shares

    5.07% of the 13F portfolio, value $9,563,535.

    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 88,731 shares
    Change vs previous 13F +4,663 shares

    5.33% of the 13F portfolio, value $8,945,859.

    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 84,068 shares
    Change vs previous 13F -10,881 shares

    5.29% of the 13F portfolio, value $8,148,711.

    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 94,949 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $9,034,397.

    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).