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Lantern Wealth Advisors, LLC: IUSB position timeline

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

Lantern Wealth Advisors, LLC held 5,774 IUSB shares at 2024-12-31 per its 13F-HR filed 2025-02-18.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,774 shares
    Change vs previous 13F -7 shares

    0.17% of the 13F portfolio, value $261,023.

    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).

  2. period ended2024-09-30
    13F 5,781 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $272,441.

    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).