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Lenox Wealth Advisors, LLC: SPYM position timeline

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

Lenox Wealth Advisors, LLC held 844,785 SPYM 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 844,785 shares
    Change vs previous 13F +50,732 shares

    5.57% of the 13F portfolio, value $44,469,000.

    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 794,053 shares
    Change vs previous 13F -13,623 shares

    5.28% of the 13F portfolio, value $44,332,000.

    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 807,676 shares
    Change vs previous 13F +37,910 shares

    5.24% of the 13F portfolio, value $40,755,000.

    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 769,766 shares
    Change vs previous 13F +111,948 shares

    4.96% of the 13F portfolio, value $38,742,000.

    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 657,818 shares
    Change vs previous 13F +60,822 shares

    4.2% of the 13F portfolio, value $30,661,000.

    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 596,996 shares
    Change vs previous 13F +43,059 shares

    3.73% of the 13F portfolio, value $26,244,000.

    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 553,937 shares
    Change vs previous 13F +34,474 shares

    3.28% of the 13F portfolio, value $21,797,000.

    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 519,463 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $18,831,000.

    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).