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Lantern Wealth Advisors, LLC: RSP position timeline

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

Lantern Wealth Advisors, LLC held 39,534 RSP 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 39,534 shares
    Change vs previous 13F +186 shares

    3.85% of the 13F portfolio, value $8,411,649.

    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 39,348 shares
    Change vs previous 13F -1 shares

    3.87% of the 13F portfolio, value $7,551,668.

    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 39,349 shares
    Change vs previous 13F -260 shares

    4.01% of the 13F portfolio, value $7,537,694.

    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 39,609 shares
    Change vs previous 13F -482 shares

    3.98% of the 13F portfolio, value $7,513,827.

    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 40,091 shares
    Change vs previous 13F +1,885 shares

    4.34% of the 13F portfolio, value $7,286,138.

    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 38,206 shares
    Change vs previous 13F -2,550 shares

    4.35% of the 13F portfolio, value $6,694,837.

    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 40,756 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $7,301,845.

    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).