Lantern Wealth Advisors, LLC PRU — PRUDENTIAL FINL INC

Ownership history in Lantern Wealth Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Lantern Wealth Advisors, LLC reported PRUDENTIAL FINL INC (PRU) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.94% in 2025 Q2. The latest visible filing shows PRU at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lantern Wealth Advisors, LLC's position in PRUDENTIAL FINL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PRU was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRU stock page Lantern Wealth Advisors, LLC fund profile Lantern Wealth Advisors, LLC full holdings
How Lantern Wealth Advisors, LLC held PRU — position size vs. price
% of Fund (quarterly)    PRU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 14,320 -400 -2.7% 0.86% $1.6M 2026-02-14 (Est.) $103.21
2025 Q3 ADDED — — — 14,720 +1 +0.0% 0.81% $1.5M 2025-11-26 $106.53
2025 Q2 ADDED — — — 14,719 +4,602 +45.5% 0.94% $1.6M 2025-08-15 $101.83
2024 Q4 ADDED — — — 10,117 +63 +0.6% 0.78% $1.2M 2025-02-18 $106.13
2024 Q3 REDUCED — — — 10,054 -400 -3.8% 0.84% $1.2M 2024-11-14 $116.75
2024 Q2 UNCHANGED — — — 10,454 — 0% 0.89% $1.2M 2024-08-14 $102.26
2024 Q1 REDUCED — — — 10,454 -20 -0.2% 0.86% $1.2M 2024-05-15 $108.61
2023 Q4 INITIATED — — — 10,474 — — 0.85% $1.1M 2024-02-14 $95.48

🏢 Other funds also holding PRU

As of 2026 Q1 — sorted by position size

NIPPON LIFE INSURANCE CO 3Y 7Y 4.9% Orca Investment Management, LLC 3Y 7Y 2.05% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.0% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 1.57% Verity & Verity, LLC 3Y 7Y 1.55% Allen Mooney & Barnes Investment Advisors LLC 1.47% WEALTHEDGE INVESTMENT ADVISORS, LLC 1.4% Eagle Capital Management, LLC 3Y 7Y 1.38% SFE Investment Counsel 3Y 7Y 1.32% LMG Wealth Partners, LLC 3Y 1.3%

FAQ About Lantern Wealth Advisors, LLC and PRU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lantern Wealth Advisors, LLC reported owning PRU?

Lantern Wealth Advisors, LLC reported PRU across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRU position in Lantern Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PRU was 0.94% in 2025 Q2.

What is the latest reported PRU position on this page?

The most recent filing on this page is 2025 Q4, when Lantern Wealth Advisors, LLC reported 14,320 shares, equal to 0.86% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PRU ownership page compare?

The chart compares Lantern Wealth Advisors, LLC's quarterly PRU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lantern Wealth Advisors, LLC time their PRU position?

Based on 13F filing dates vs. subsequent PRU price moves, Lantern Wealth Advisors, LLC correctly timed 4 out of 6 reported position changes (67%).

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