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Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

COST holding history

Costco Wholesale Corp 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.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
782
Value
$731.5K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of COST by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026782$731.5K0.3%−8−1.0%ReducedHolders
Q1 2026790$787.2K0.4%+170+27.4%AddedHolders
Q4 2025620$534.7K0.3%+262+73.2%AddedHolders
Q3 2025358$331.4K0.2%+358NewHolders