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Lenox Wealth Advisors, LLC: VT position timeline

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

Lenox Wealth Advisors, LLC held 313,369 VT 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 313,369 shares
    Change vs previous 13F -10,259 shares

    3.93% of the 13F portfolio, value $31,384,000.

    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 323,628 shares
    Change vs previous 13F -678 shares

    4.14% of the 13F portfolio, value $34,767,000.

    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 324,306 shares
    Change vs previous 13F -5,364 shares

    4.25% of the 13F portfolio, value $33,024,000.

    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 329,670 shares
    Change vs previous 13F +15,123 shares

    4.37% of the 13F portfolio, value $34,157,000.

    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 314,547 shares
    Change vs previous 13F -363 shares

    4.2% of the 13F portfolio, value $30,602,000.

    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 314,910 shares
    Change vs previous 13F -13,255 shares

    4.15% of the 13F portfolio, value $29,154,000.

    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 328,165 shares
    Change vs previous 13F -32,814 shares

    3.98% of the 13F portfolio, value $26,463,000.

    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 360,979 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $27,001,000.

    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).