Lantern Wealth Advisors, LLC: JPIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lantern Wealth Advisors, LLC on JPIB, newest first. How the timeline and the estimate are built.
Lantern Wealth Advisors, LLC held 6,794 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 6,794 sharesChange vs previous 13F +442 shares
0.15% of the 13F portfolio, value $328,490.
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 6,352 sharesChange vs previous 13F +41 shares
0.16% of the 13F portfolio, value $303,753.
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 6,311 sharesChange vs previous 13F -1,723 shares
0.16% of the 13F portfolio, value $307,364.
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 8,034 sharesChange vs previous 13F +632 shares
0.21% of the 13F portfolio, value $393,954.
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 7,402 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $359,865.
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).