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Lantern Wealth Advisors, LLC: AVUV position timeline

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

Lantern Wealth Advisors, LLC held 47,327 AVUV 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 47,327 shares
    Change vs previous 13F -2,414 shares

    2.7% of the 13F portfolio, value $5,904,517.

    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 49,741 shares
    Change vs previous 13F +26 shares

    2.82% of the 13F portfolio, value $5,494,888.

    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 49,715 shares
    Change vs previous 13F -2,742 shares

    2.69% of the 13F portfolio, value $5,069,936.

    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 52,457 shares
    Change vs previous 13F +11,302 shares

    2.77% of the 13F portfolio, value $5,221,045.

    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 41,155 shares
    Change vs previous 13F -4,735 shares

    2.23% of the 13F portfolio, value $3,749,221.

    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 45,890 shares
    Change vs previous 13F -3,618 shares

    2.88% of the 13F portfolio, value $4,429,762.

    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 49,508 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $4,750,293.

    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).