Lantern Wealth Advisors, LLC: EFG position timeline

Lantern Wealth Advisors, LLC held 0 EFG shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,894 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,894 shares

   Change vs previous 13F -1,536 shares

   0.11% of the 13F portfolio, value $215,723.

   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).

3. period ended2025-06-30

   13F 3,430 shares

   Change vs previous 13F -3,327 shares

   0.23% of the 13F portfolio, value $384,104.

   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).

4. period ended2024-12-31

   13F 6,757 shares

   Change vs previous 13F +1,136 shares

   0.42% of the 13F portfolio, value $654,373.

   13F-HR 0001172661-25-001319 filed by Lantern Wealth Advisors, LLC
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 5,621 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $605,105.

   13F-HR 0001172661-24-005015 filed by Lantern Wealth Advisors, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).