Lantern Wealth Advisors, LLC: CGUS position timeline

Lantern Wealth Advisors, LLC held 12,175 CGUS 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 12,175 shares

   Change vs previous 13F -2,737 shares

   0.25% of the 13F portfolio, value $541,532.

   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 14,912 shares

   Change vs previous 13F +1,931 shares

   0.29% of the 13F portfolio, value $572,911.

   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 12,981 shares

   Change vs previous 13F +2,921 shares

   0.28% of the 13F portfolio, value $522,257.

   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 10,060 shares

   Change vs previous 13F +324 shares

   0.21% of the 13F portfolio, value $397,798.

   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 9,736 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $359,550.

   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).