Lantern Wealth Advisors, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantern Wealth Advisors, LLC on DGRO, newest first. How the timeline and the estimate are built.
Lantern Wealth Advisors, LLC held 56,514 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 56,514 sharesChange vs previous 13F +2,116 shares
1.96% of the 13F portfolio, value $4,283,187.
13F-HR 0001172661-26-002854 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,398 sharesChange vs previous 13F +2,595 shares
1.96% of the 13F portfolio, value $3,817,635.
13F-HR 0001172661-26-001792 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,803 sharesChange vs previous 13F -1,957 shares
1.91% of the 13F portfolio, value $3,596,178.
13F-HR 0001172661-26-001086 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,760 sharesChange vs previous 13F -1,778 shares
1.94% of the 13F portfolio, value $3,660,001.
13F-HR 0001172661-25-005225 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,538 sharesChange vs previous 13F +3,222 shares
2.11% of the 13F portfolio, value $3,551,130.
13F-HR 0001172661-25-003562 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,316 sharesChange vs previous 13F -3,913 shares
2.08% of the 13F portfolio, value $3,209,114.
13F-HR 0001172661-25-001319 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,229 sharesChange vs previous 13F not available
2.44% of the 13F portfolio, value $3,525,055.
13F-HR 0001172661-24-005015 filed by Lantern Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).