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Lenox Wealth Advisors, LLC: META position timeline

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

Lenox Wealth Advisors, LLC held 2,675 META 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 2,675 shares
    Change vs previous 13F -707 shares

    0.07% of the 13F portfolio, value $595,000.

    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 3,382 shares
    Change vs previous 13F +93 shares

    0.14% of the 13F portfolio, value $1,138,000.

    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 3,289 shares
    Change vs previous 13F +685 shares

    0.14% of the 13F portfolio, value $1,116,000.

    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 2,604 shares
    Change vs previous 13F -75 shares

    0.12% of the 13F portfolio, value $905,000.

    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 2,679 shares
    Change vs previous 13F -3,870 shares

    0.11% of the 13F portfolio, value $789,000.

    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 6,549 shares
    Change vs previous 13F +344 shares

    0.25% of the 13F portfolio, value $1,789,000.

    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 6,205 shares
    Change vs previous 13F +1,508 shares

    0.24% of the 13F portfolio, value $1,625,000.

    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 4,697 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,067,000.

    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).