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Lantern Wealth Advisors, LLC → BLK

Lantern Wealth Advisors, LLC BLK Position History

BlackRock, Inc. • Financial Services

Quarters held
6
Latest value
$396K
Q3 2026
Peak value
$4.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q4 2025$4.5M
Q1 2026$4.5M
Q2 2026$4.8M
Q3 2026$4.6M
Q3 2026$396K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$396K4.9K——
Q3 2026$4.6M45.0K——
Q2 2026$4.8M44.1K——
Q1 2026$4.5M41.0K——
Q4 2025$4.5M40.9K——
Q3 2025$4.5M40.1K——

Other funds holding BLK

Other Lantern Wealth Advisors, LLC positions

AAPL

APPLE INC

$13.6M
AAPL

APPLE INC

$11.3M
AAPL

APPLE INC

$10.2M
AAPL

APPLE INC

$10M
AAPL

APPLE INC

$9.6M
AMZN

AMAZON COM INC

$9.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$8.4M
IVZ

INVESCO EXCHANGE TRADED FD T

$8.2M