Lenox Wealth Advisors, LLC: SPMD position timeline

Lenox Wealth Advisors, LLC held 231,058 SPMD 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 231,058 shares

   Change vs previous 13F -10,103 shares

   1.33% of the 13F portfolio, value $10,592,000.

   13F-HR 0001104659-22-045789 filed by Lenox Wealth Advisors, LLC
   Filed 2022-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2021-12-31

   13F 241,161 shares

   Change vs previous 13F +3,054 shares

   1.43% of the 13F portfolio, value $11,995,000.

   13F-HR 0001104659-22-005204 filed by Lenox Wealth Advisors, LLC
   Filed 2022-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-09-30

   13F 238,107 shares

   Change vs previous 13F -2,983 shares

   1.41% of the 13F portfolio, value $10,991,000.

   13F-HR 0001104659-21-125087 filed by Lenox Wealth Advisors, LLC
   Filed 2021-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2021-06-30

   13F 241,090 shares

   Change vs previous 13F +8,613 shares

   1.46% of the 13F portfolio, value $11,382,000.

   13F-HR 0001104659-21-090049 filed by Lenox Wealth Advisors, LLC
   Filed 2021-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-03-31

   13F 232,477 shares

   Change vs previous 13F -1,851 shares

   1.46% of the 13F portfolio, value $10,638,000.

   13F-HR 0001104659-21-054726 filed by Lenox Wealth Advisors, LLC
   Filed 2021-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2020-12-31

   13F 234,328 shares

   Change vs previous 13F -18,498 shares

   1.35% of the 13F portfolio, value $9,467,000.

   13F-HR 0001104659-21-005101 filed by Lenox Wealth Advisors, LLC
   Filed 2021-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2020-09-30

   13F 252,826 shares

   Change vs previous 13F -38,948 shares

   1.24% of the 13F portfolio, value $8,250,000.

   13F-HR 0001104659-20-112957 filed by Lenox Wealth Advisors, LLC
   Filed 2020-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2020-06-30

   13F 291,774 shares

   Change vs previous 13F not available

   1.45% of the 13F portfolio, value $9,118,000.

   13F-HR 0001104659-20-083299 filed by Lenox Wealth Advisors, LLC
   Filed 2020-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).