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Manager record

Lantern Wealth Advisors, LLC

Melville, NY · CIK 1950218 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$232.39MReported 13F valueQ3 2026 · as filed
197Holdings listed
+6.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $168.0M$168.0MQ2 2025148 holdingsQ3 2025: $188.9M$188.9MQ3 2025158 holdingsQ4 2025: $188.2M$188.2MQ4 2025163 holdingsQ1 2026: $195.0M$195.0MQ1 2026174 holdingsQ2 2026: $218.4M$218.4MQ2 2026184 holdingsQ3 2026: $232.4M$232.4MQ3 2026197 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$232.39M · 197 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$218.39M · 184 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$194.97M · 174 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$188.16M · 163 holdings listed · View original SEC filing ↗
Nov 26 2025 13F-HR · period Q3 2025

$188.88M · 158 holdings listed · View original SEC filing ↗
Aug 15 2025 13F-HR · period Q2 2025

$167.96M · 148 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology