Lantern Wealth Advisors, LLC: CGMS position timeline

Lantern Wealth Advisors, LLC held 31,100 CGMS 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 31,100 shares

   Change vs previous 13F -3,742 shares

   0.39% of the 13F portfolio, value $849,975.

   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 34,842 shares

   Change vs previous 13F +13,889 shares

   0.49% of the 13F portfolio, value $948,740.

   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 20,953 shares

   Change vs previous 13F +4,523 shares

   0.31% of the 13F portfolio, value $578,735.

   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 16,430 shares

   Change vs previous 13F +6,371 shares

   0.24% of the 13F portfolio, value $455,944.

   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 10,059 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $277,830.

   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).