Ownership history in Lantern Wealth Advisors, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Lantern Wealth Advisors, LLC reported a position in GOLDMAN SACHS ETF TR (GSUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,396 | +8 | +0.1% | 0.37% | $698K | $94.40 |
| 2025 Q3 | ADDED | 7,388 | +375 | +5.3% | 0.36% | $683K | $92.15 |
| 2025 Q2 | REDUCED | 7,013 | -569 | -7.5% | 0.36% | $600K | $85.12 |
| 2024 Q4 | REDUCED | 7,582 | -2 | -0.0% | 0.40% | $613K | $79.92 |
| 2024 Q3 | ADDED | 7,584 | +50 | +0.7% | 0.41% | $598K | $77.66 |
| 2024 Q2 | REDUCED | 7,534 | -250 | -3.2% | 0.41% | $563K | $73.45 |
| 2024 Q1 | ADDED | 7,784 | +81 | +1.1% | 0.39% | $559K | $70.31 |
| 2023 Q4 | INITIATED | 7,703 | — | — | 0.39% | $503K | — |
As of 2025 Q4 — sorted by position size