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Lantern Wealth Advisors, LLC: DIS position timeline

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

Lantern Wealth Advisors, LLC held 8,749 DIS 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 8,749 shares
    Change vs previous 13F -1,080 shares

    0.39% of the 13F portfolio, value $842,091.

    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 9,829 shares
    Change vs previous 13F +69 shares

    0.49% of the 13F portfolio, value $947,319.

    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 9,760 shares
    Change vs previous 13F -1,800 shares

    0.59% of the 13F portfolio, value $1,110,395.

    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 11,560 shares
    Change vs previous 13F -94 shares

    0.7% of the 13F portfolio, value $1,323,620.

    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 11,654 shares
    Change vs previous 13F +5,334 shares

    0.86% of the 13F portfolio, value $1,445,179.

    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 6,320 shares
    Change vs previous 13F -625 shares

    0.46% of the 13F portfolio, value $703,756.

    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 6,945 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $668,061.

    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).