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Lantern Wealth Advisors, LLC: STPZ position timeline

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

Lantern Wealth Advisors, LLC held 50,663 STPZ 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 50,663 shares
    Change vs previous 13F +7,128 shares

    1.24% of the 13F portfolio, value $2,702,359.

    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 43,535 shares
    Change vs previous 13F +650 shares

    1.21% of the 13F portfolio, value $2,355,531.

    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 42,885 shares
    Change vs previous 13F +10,375 shares

    1.22% of the 13F portfolio, value $2,301,209.

    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 32,510 shares
    Change vs previous 13F -963 shares

    0.93% of the 13F portfolio, value $1,761,330.

    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 33,473 shares
    Change vs previous 13F +2,340 shares

    1.07% of the 13F portfolio, value $1,801,182.

    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 31,133 shares
    Change vs previous 13F +4,484 shares

    1.06% of the 13F portfolio, value $1,628,231.

    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 26,649 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,407,731.

    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).