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Lenox Wealth Advisors, LLC: DSI position timeline

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

Lenox Wealth Advisors, LLC held 8,971 DSI 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 8,971 shares
    Change vs previous 13F +1,039 shares

    0.1% of the 13F portfolio, value $763,000.

    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 7,932 shares
    Change vs previous 13F +911 shares

    0.09% of the 13F portfolio, value $737,000.

    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 7,021 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $584,000.

    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 7,021 shares
    Change vs previous 13F +2,681 shares

    0.07% of the 13F portfolio, value $582,000.

    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 4,340 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $331,000.

    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 4,340 shares
    Change vs previous 13F +2,266 shares

    0.04% of the 13F portfolio, value $310,000.

    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 2,074 shares
    Change vs previous 13F +87 shares

    0.04% of the 13F portfolio, value $265,000.

    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 1,987 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $235,000.

    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).