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Lenox Wealth Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lenox Wealth Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Lenox Wealth Advisors, LLC held 52,902 AAPL shares at 2022-03-31 per its 13F-HR filed 2022-04-14.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 52,902 shares
    Change vs previous 13F +1,262 shares

    1.13% of the 13F portfolio, value $8,998,000.

    13F-HR 0001104659-22-045789 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 51,640 shares
    Change vs previous 13F +1,191 shares

    1.09% of the 13F portfolio, value $9,170,000.

    13F-HR 0001104659-22-005204 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 50,449 shares
    Change vs previous 13F +1,004 shares

    0.92% of the 13F portfolio, value $7,138,000.

    13F-HR 0001104659-21-125087 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 49,445 shares
    Change vs previous 13F +1,788 shares

    0.87% of the 13F portfolio, value $6,772,000.

    13F-HR 0001104659-21-090049 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 47,657 shares
    Change vs previous 13F -3,418 shares

    0.8% of the 13F portfolio, value $5,821,000.

    13F-HR 0001104659-21-054726 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F 51,075 shares
    Change vs previous 13F -3,463 shares

    0.96% of the 13F portfolio, value $6,777,000.

    13F-HR 0001104659-21-005101 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 54,538 shares
    Change vs previous 13F +40,325 shares

    0.95% of the 13F portfolio, value $6,316,000.

    13F-HR 0001104659-20-112957 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 14,213 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $5,185,000.

    13F-HR 0001104659-20-083299 filed by Lenox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).