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Lantern Wealth Advisors, LLC: IQLT position timeline

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

Lantern Wealth Advisors, LLC held 71,405 IQLT 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 71,405 shares
    Change vs previous 13F +2,482 shares

    1.62% of the 13F portfolio, value $3,538,100.

    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 68,923 shares
    Change vs previous 13F +568 shares

    1.63% of the 13F portfolio, value $3,186,288.

    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 68,355 shares
    Change vs previous 13F +1,358 shares

    1.65% of the 13F portfolio, value $3,106,739.

    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 66,997 shares
    Change vs previous 13F +2,505 shares

    1.57% of the 13F portfolio, value $2,960,598.

    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 64,492 shares
    Change vs previous 13F -2,042 shares

    1.66% of the 13F portfolio, value $2,787,332.

    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 66,534 shares
    Change vs previous 13F +645 shares

    1.6% of the 13F portfolio, value $2,469,742.

    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 65,889 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,231,332.

    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).