Lantern Wealth Advisors, LLC: CGDG position timeline

Lantern Wealth Advisors, LLC held 37,313 CGDG 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 37,313 shares

   Change vs previous 13F +6,476 shares

   0.64% of the 13F portfolio, value $1,399,625.

   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 30,837 shares

   Change vs previous 13F +16,489 shares

   0.57% of the 13F portfolio, value $1,107,039.

   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 14,348 shares

   Change vs previous 13F +1,567 shares

   0.27% of the 13F portfolio, value $511,392.

   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 12,781 shares

   Change vs previous 13F +4,029 shares

   0.23% of the 13F portfolio, value $442,869.

   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 8,752 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $294,330.

   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).