Lantern Wealth Advisors, LLC: CPRT position timeline

Lantern Wealth Advisors, LLC held 13,640 CPRT 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 13,640 shares

   Change vs previous 13F -2,500 shares

   0.18% of the 13F portfolio, value $384,512.

   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 16,140 shares

   Change vs previous 13F +2,800 shares

   0.27% of the 13F portfolio, value $535,848.

   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 13,340 shares

   Change vs previous 13F -14,660 shares

   0.28% of the 13F portfolio, value $522,261.

   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 28,000 shares

   Change vs previous 13F 0 shares

   0.67% of the 13F portfolio, value $1,259,160.

   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 28,000 shares

   Change vs previous 13F not available

   0.82% of the 13F portfolio, value $1,373,960.

   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).