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Lenox Wealth Advisors, LLC: IEFA position timeline

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

Lenox Wealth Advisors, LLC held 804,026 IEFA 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 804,026 shares
    Change vs previous 13F -6,325 shares

    6.93% of the 13F portfolio, value $55,277,000.

    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 810,351 shares
    Change vs previous 13F +17,041 shares

    7.2% of the 13F portfolio, value $60,485,000.

    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 793,310 shares
    Change vs previous 13F +2,677 shares

    7.58% of the 13F portfolio, value $58,903,000.

    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 790,633 shares
    Change vs previous 13F +3,095 shares

    7.58% of the 13F portfolio, value $59,187,000.

    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 787,538 shares
    Change vs previous 13F -45,772 shares

    7.78% of the 13F portfolio, value $56,742,000.

    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 833,310 shares
    Change vs previous 13F -15,523 shares

    8.19% of the 13F portfolio, value $57,573,000.

    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 848,833 shares
    Change vs previous 13F -10,264 shares

    7.69% of the 13F portfolio, value $51,168,000.

    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 859,097 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $49,106,000.

    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).