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Lantern Wealth Advisors, LLC: DFAX position timeline

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

Lantern Wealth Advisors, LLC held 107,628 DFAX 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 107,628 shares
    Change vs previous 13F -202 shares

    1.82% of the 13F portfolio, value $3,965,016.

    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 107,830 shares
    Change vs previous 13F +339 shares

    1.88% of the 13F portfolio, value $3,662,985.

    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 107,491 shares
    Change vs previous 13F -5,817 shares

    1.87% of the 13F portfolio, value $3,518,180.

    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).

  4. period ended2025-09-30
    13F 113,308 shares
    Change vs previous 13F -1,815 shares

    1.89% of the 13F portfolio, value $3,555,605.

    13F-HR 0001172661-25-005225 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).

  5. period ended2025-06-30
    13F 115,123 shares
    Change vs previous 13F -7,918 shares

    2.01% of the 13F portfolio, value $3,381,163.

    13F-HR 0001172661-25-003562 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).

  6. period ended2024-12-31
    13F 123,041 shares
    Change vs previous 13F +420 shares

    1.99% of the 13F portfolio, value $3,058,799.

    13F-HR 0001172661-25-001319 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).

  7. period ended2024-09-30
    13F 122,621 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $881,093.

    13F-HR 0001172661-24-005015 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).