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Lenox Wealth Advisors, LLC: SCHF position timeline

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

Lenox Wealth Advisors, LLC held 7,527 SCHF 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 7,527 shares
    Change vs previous 13F -509 shares

    0.03% of the 13F portfolio, value $273,000.

    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 8,036 shares
    Change vs previous 13F +222 shares

    0.04% of the 13F portfolio, value $312,000.

    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 7,814 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $302,000.

    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 7,785 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $307,000.

    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 7,914 shares
    Change vs previous 13F +768 shares

    0.04% of the 13F portfolio, value $298,000.

    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 7,146 shares
    Change vs previous 13F +1,985 shares

    0.04% of the 13F portfolio, value $257,000.

    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 5,161 shares
    Change vs previous 13F +5,148 shares

    0.02% of the 13F portfolio, value $162,000.

    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 13 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).