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Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

TTE holding history

TotalEnergies SE 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.

TTE overviewAll 13F holders of TTEFull Q2 2026 holdings

Shares (Q2 2026)
3,300
Value
$256.6K
% of portfolio
0.1%
Quarters held
8
Since Q4 2023
Holdings of TTE by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,300$256.6K0.1%00.0%UnchangedHolders
Q1 20263,300$300.2K0.2%00.0%UnchangedHolders
Q4 20253,300$215.9K0.1%+3,300NewHolders
Q3 20250$00.0%−3,300−100.0%Sold outHolders
Q2 20253,300$202.6K0.1%–No prior filingHolders
Q4 20240$00.0%−3,300−100.0%Sold outHolders
Q3 20243,300$213.2K0.1%00.0%UnchangedHolders
Q2 20243,300$220.0K0.2%−1,250−27.5%ReducedHolders
Q1 20244,550$313.2K0.2%00.0%UnchangedHolders
Q4 20234,550$306.6K0.2%–No prior filingHolders