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Lantern Wealth Advisors, LLC: BND position timeline

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

Lantern Wealth Advisors, LLC held 76,676 BND 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 76,676 shares
    Change vs previous 13F +11,118 shares

    2.58% of the 13F portfolio, value $5,628,785.

    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 65,558 shares
    Change vs previous 13F +239 shares

    2.48% of the 13F portfolio, value $4,827,691.

    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 65,319 shares
    Change vs previous 13F +1,583 shares

    2.57% of the 13F portfolio, value $4,838,178.

    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 63,736 shares
    Change vs previous 13F -2,647 shares

    2.51% of the 13F portfolio, value $4,740,046.

    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 66,383 shares
    Change vs previous 13F +7,819 shares

    2.91% of the 13F portfolio, value $4,887,780.

    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 58,564 shares
    Change vs previous 13F +4,076 shares

    2.73% of the 13F portfolio, value $4,211,337.

    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 54,488 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,092,594.

    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).