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Lenox Wealth Advisors, LLC: IWM position timeline

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

Lenox Wealth Advisors, LLC held 6,203 IWM 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 6,203 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,227,000.

    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 6,203 shares
    Change vs previous 13F -35 shares

    0.16% of the 13F portfolio, value $1,380,000.

    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 6,238 shares
    Change vs previous 13F -116 shares

    0.18% of the 13F portfolio, value $1,365,000.

    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 6,354 shares
    Change vs previous 13F +4,191 shares

    0.19% of the 13F portfolio, value $1,457,000.

    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 2,163 shares
    Change vs previous 13F +114 shares

    0.07% of the 13F portfolio, value $478,000.

    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 2,049 shares
    Change vs previous 13F +401 shares

    0.06% of the 13F portfolio, value $402,000.

    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 1,648 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $247,000.

    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 1,292 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $185,000.

    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).