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Lenox Wealth Advisors, LLC: IQDF position timeline

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

Lenox Wealth Advisors, LLC held 1,005,468 IQDF 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 1,005,468 shares
    Change vs previous 13F +101,154 shares

    3.02% of the 13F portfolio, value $24,071,000.

    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 904,314 shares
    Change vs previous 13F +18,317 shares

    2.75% of the 13F portfolio, value $23,123,000.

    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 885,997 shares
    Change vs previous 13F +66,567 shares

    2.87% of the 13F portfolio, value $22,336,000.

    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 819,430 shares
    Change vs previous 13F +211,707 shares

    2.79% of the 13F portfolio, value $21,748,000.

    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 607,723 shares
    Change vs previous 13F +22,269 shares

    2.14% of the 13F portfolio, value $15,612,000.

    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 585,454 shares
    Change vs previous 13F +15,420 shares

    2.01% of the 13F portfolio, value $14,145,000.

    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 570,034 shares
    Change vs previous 13F +58,520 shares

    1.77% of the 13F portfolio, value $11,788,000.

    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 511,514 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $10,287,000.

    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).