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Lenox Wealth Advisors, LLC: ACWV position timeline

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

Lenox Wealth Advisors, LLC held 982,560 ACWV 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 982,560 shares
    Change vs previous 13F +11,542 shares

    13.18% of the 13F portfolio, value $105,134,000.

    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 971,018 shares
    Change vs previous 13F +5,871 shares

    12.51% of the 13F portfolio, value $105,142,000.

    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 965,147 shares
    Change vs previous 13F +17,566 shares

    12.76% of the 13F portfolio, value $99,150,000.

    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 947,581 shares
    Change vs previous 13F +41,274 shares

    12.48% of the 13F portfolio, value $97,468,000.

    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 906,307 shares
    Change vs previous 13F +1,849 shares

    12.26% of the 13F portfolio, value $89,416,000.

    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 904,458 shares
    Change vs previous 13F +5,980 shares

    12.47% of the 13F portfolio, value $87,651,000.

    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 898,478 shares
    Change vs previous 13F +10,286 shares

    12.41% of the 13F portfolio, value $82,579,000.

    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 888,192 shares
    Change vs previous 13F not available

    12.33% of the 13F portfolio, value $77,788,000.

    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).