Lantern Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1950218
MELVILLE, NY
Position in CWI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$364,070
+$6,666 QoQ
Shares Held
9,950
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,070 | 9,950 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $357,404 | 9,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $411,183 | 11,775 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $384,571 | 11,775 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $287,083 | 10,275 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $312,771 | 10,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,885 | 10,275 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $291,810 | 10,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,908 | 9,575 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||