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Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

MSFT holding history

Microsoft 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.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
7,029
Value
$2.62M
% of portfolio
1.2%
Quarters held
10
Since Q4 2023
Holdings of MSFT by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,029$2.62M1.2%+242+3.6%AddedHolders
Q1 20266,787$2.51M1.3%+66+1.0%AddedHolders
Q4 20256,721$3.25M1.7%+549+8.9%AddedHolders
Q3 20256,172$3.20M1.7%−168−2.6%ReducedHolders
Q2 20256,340$3.15M1.9%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,819$2.45M1.6%+181+3.2%AddedHolders
Q3 20245,638$2.43M1.7%+13+0.2%AddedHolders
Q2 20245,625$2.51M1.8%−636−10.2%ReducedHolders
Q1 20246,261$2.63M1.9%+47+0.8%AddedHolders
Q4 20236,214$2.34M1.8%–No prior filingHolders