Lantern Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1950218 MELVILLE, NY

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$282,299

-$60,879 QoQ

Shares Held

2,017

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,066

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lantern Wealth Advisors, LLC holds $4,835,583 across 3 Banks - Diversified names. C ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,818	$3,868,385
2	BAC	Bank Of America Corp /De/	12,020	$684,899
3	C	Citigroup Inc This page	2,017	$282,299

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,299	2,017	-33.3%	Shares	Sole	2026-07-28
2026-03-31	$343,178	3,026	+63.6%	Shares	Sole	2026-05-13
2025-12-31	$215,876	1,850	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.