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Lenox Wealth Advisors, LLC: DTH position timeline

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

Lenox Wealth Advisors, LLC held 1,046,722 DTH 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 1,046,722 shares
    Change vs previous 13F -13,795 shares

    5.25% of the 13F portfolio, value $41,883,000.

    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 1,060,517 shares
    Change vs previous 13F +21,047 shares

    4.89% of the 13F portfolio, value $41,051,000.

    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 1,039,470 shares
    Change vs previous 13F +25,428 shares

    5.07% of the 13F portfolio, value $39,386,000.

    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 1,014,042 shares
    Change vs previous 13F +58,245 shares

    5.14% of the 13F portfolio, value $40,166,000.

    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 955,797 shares
    Change vs previous 13F +367 shares

    5.15% of the 13F portfolio, value $37,569,000.

    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 955,430 shares
    Change vs previous 13F -11,296 shares

    5.09% of the 13F portfolio, value $35,771,000.

    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 966,726 shares
    Change vs previous 13F +9,714 shares

    4.78% of the 13F portfolio, value $31,805,000.

    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 957,012 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $31,543,000.

    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).