Lantern Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 14, 2024
Value $: $142M
Signature - Title: Daphne Jo Stasco - Chief Compliance Officer
Location: Melville, NY
Summary: This page shows a list of all the recent 13F filings made by Lantern Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lantern Wealth Advisors, LLC reported 127 stock holdings with total value $142M as of Q3 2024. Top holdings included AAPL, AVUS, RSP, BX, and AVUV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	127	$142M	+$6M	-$4.37M	+$1.63M	AAPL, AVUS, RSP, BX, AVUV	13F-HR	11/14/2024, 02:42 PM
Q2 2024	130	$134M	+$6.14M	-$8.57M	-$2.44M	AVUS, AAPL, RSP, BX, AVUV	13F-HR	8/14/2024, 03:50 PM
Q1 2024	128	$142M	+$10.2M	-$3.22M	+$7.01M	AVUS, RSP, AAPL, BX, AVUV	13F-HR	5/14/2024, 08:49 PM
Q4 2023	115	$128M	$0	$0		AAPL, AVUS, RSP, BX, AVUV	Restatement	2/14/2024, 03:26 PM