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Lenox Wealth Advisors, LLC: SHM position timeline

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

Lenox Wealth Advisors, LLC held 74,128 SHM 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 74,128 shares
    Change vs previous 13F -567 shares

    0.44% of the 13F portfolio, value $3,491,000.

    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 74,695 shares
    Change vs previous 13F -153 shares

    0.44% of the 13F portfolio, value $3,673,000.

    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 74,848 shares
    Change vs previous 13F -12,397 shares

    0.48% of the 13F portfolio, value $3,697,000.

    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 87,245 shares
    Change vs previous 13F +5,538 shares

    0.55% of the 13F portfolio, value $4,324,000.

    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 81,707 shares
    Change vs previous 13F -3,980 shares

    0.56% of the 13F portfolio, value $4,049,000.

    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 85,687 shares
    Change vs previous 13F -1,999 shares

    0.61% of the 13F portfolio, value $4,266,000.

    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 87,686 shares
    Change vs previous 13F +9,159 shares

    0.66% of the 13F portfolio, value $4,373,000.

    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 78,527 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,916,000.

    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).