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Lenox Wealth Advisors, LLC: CHTR position timeline

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

Lenox Wealth Advisors, LLC held 1,531 CHTR 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 1,531 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $854,000.

    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 1,536 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $1,001,000.

    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 1,529 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,112,000.

    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 1,529 shares
    Change vs previous 13F -772 shares

    0.14% of the 13F portfolio, value $1,103,000.

    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 2,301 shares
    Change vs previous 13F +2,296 shares

    0.19% of the 13F portfolio, value $1,420,000.

    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 5 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,000.

    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).