Skip to content
Disclosery

Lenox Wealth Advisors, LLC: QDF position timeline

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

Lenox Wealth Advisors, LLC held 197,538 QDF 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 197,538 shares
    Change vs previous 13F +734 shares

    1.46% of the 13F portfolio, value $11,678,000.

    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 196,804 shares
    Change vs previous 13F +3,328 shares

    1.44% of the 13F portfolio, value $12,072,000.

    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 193,476 shares
    Change vs previous 13F +2,723 shares

    1.39% of the 13F portfolio, value $10,767,000.

    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 190,753 shares
    Change vs previous 13F +100,161 shares

    1.37% of the 13F portfolio, value $10,709,000.

    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 90,592 shares
    Change vs previous 13F +324 shares

    0.66% of the 13F portfolio, value $4,829,000.

    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 90,268 shares
    Change vs previous 13F +2,127 shares

    0.63% of the 13F portfolio, value $4,463,000.

    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 88,141 shares
    Change vs previous 13F +8,741 shares

    0.59% of the 13F portfolio, value $3,935,000.

    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 79,400 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,355,000.

    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).