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Lantern Wealth Advisors, LLC: MSFT position timeline

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

Lantern Wealth Advisors, LLC held 7,029 MSFT 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 7,029 shares
    Change vs previous 13F +242 shares

    1.2% of the 13F portfolio, value $2,621,980.

    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 6,787 shares
    Change vs previous 13F +66 shares

    1.29% of the 13F portfolio, value $2,512,198.

    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 6,721 shares
    Change vs previous 13F +549 shares

    1.73% of the 13F portfolio, value $3,250,611.

    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 6,172 shares
    Change vs previous 13F -168 shares

    1.7% of the 13F portfolio, value $3,196,805.

    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 6,340 shares
    Change vs previous 13F +521 shares

    1.88% of the 13F portfolio, value $3,153,793.

    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 5,819 shares
    Change vs previous 13F +181 shares

    1.59% of the 13F portfolio, value $2,452,840.

    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 5,638 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,426,157.

    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).