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Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Lantern Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
4,514
Value
$2.26M
% of portfolio
1.0%
Quarters held
10
Since Q4 2023
Holdings of BRK.B by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,514$2.26M1.0%−349−7.2%ReducedHolders
Q1 20264,863$2.33M1.2%00.0%UnchangedHolders
Q4 20254,863$2.44M1.3%+23+0.5%AddedHolders
Q3 20254,840$2.43M1.3%−502−9.4%ReducedHolders
Q2 20255,342$2.59M1.5%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,490$2.49M1.6%−1,360−19.9%ReducedHolders
Q3 20246,850$3.15M2.2%−71−1.0%ReducedHolders
Q2 20246,921$2.82M2.0%00.0%UnchangedHolders
Q1 20246,921$2.91M2.0%+20+0.3%AddedHolders
Q4 20236,901$2.46M1.9%–No prior filingHolders