Lantern Wealth Advisors, LLC: CGBL position timeline

Lantern Wealth Advisors, LLC held 49,991 CGBL 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 49,991 shares

   Change vs previous 13F +4,966 shares

   0.87% of the 13F portfolio, value $1,897,647.

   13F-HR 0001172661-26-002854 filed by Lantern Wealth Advisors, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 45,025 shares

   Change vs previous 13F +25,685 shares

   0.79% of the 13F portfolio, value $1,549,300.

   13F-HR 0001172661-26-001792 filed by Lantern Wealth Advisors, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 19,340 shares

   Change vs previous 13F +871 shares

   0.36% of the 13F portfolio, value $683,307.

   13F-HR 0001172661-26-001086 filed by Lantern Wealth Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,469 shares

   Change vs previous 13F +249 shares

   0.34% of the 13F portfolio, value $641,269.

   13F-HR 0001172661-25-005225 filed by Lantern Wealth Advisors, LLC
   Filed 2025-11-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,220 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $609,277.

   13F-HR 0001172661-25-003562 filed by Lantern Wealth Advisors, LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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