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Lantern Wealth Advisors, LLC → AAPL

Lantern Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10M
Q4 2025$10.2M
Q1 2026$9.6M
Q2 2026$11.3M
Q3 2026$13.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.6M40.9K——
Q2 2026$11.3M39.2K——
Q1 2026$9.6M38.0K——
Q4 2025$10.2M37.5K——
Q3 2025$10M39.3K——

Other funds holding AAPL

Other Lantern Wealth Advisors, LLC positions

AMZN

AMAZON COM INC

$9.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$8.4M
IVZ

INVESCO EXCHANGE TRADED FD T

$8.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.5M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.5M
NVDA

NVIDIA CORPORATION

$6.4M
AMZN

AMAZON COM INC

$6.2M