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Lantern Wealth Advisors, LLC: WMT position timeline

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

Lantern Wealth Advisors, LLC held 3,959 WMT 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 3,959 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $448,346.

    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 3,958 shares
    Change vs previous 13F +651 shares

    0.25% of the 13F portfolio, value $491,923.

    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 3,307 shares
    Change vs previous 13F +370 shares

    0.2% of the 13F portfolio, value $368,543.

    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 2,937 shares
    Change vs previous 13F -1,235 shares

    0.16% of the 13F portfolio, value $302,789.

    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 4,172 shares
    Change vs previous 13F +112 shares

    0.24% of the 13F portfolio, value $407,909.

    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 4,060 shares
    Change vs previous 13F +542 shares

    0.24% of the 13F portfolio, value $366,870.

    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 3,518 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $284,116.

    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).