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Lantern Wealth Advisors, LLC: CGMM position timeline

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

Lantern Wealth Advisors, LLC held 14,658 CGMM 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 14,658 shares
    Change vs previous 13F +1,016 shares

    0.22% of the 13F portfolio, value $483,274.

    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 13,642 shares
    Change vs previous 13F +3,079 shares

    0.21% of the 13F portfolio, value $400,529.

    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 10,563 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $304,637.

    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).