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Lenox Wealth Advisors, LLC: VTIP position timeline

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

Lenox Wealth Advisors, LLC held 74,784 VTIP 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 74,784 shares
    Change vs previous 13F +28 shares

    0.47% of the 13F portfolio, value $3,779,000.

    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 74,756 shares
    Change vs previous 13F +2,193 shares

    0.46% of the 13F portfolio, value $3,842,000.

    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 72,563 shares
    Change vs previous 13F -693 shares

    0.49% of the 13F portfolio, value $3,815,000.

    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 73,256 shares
    Change vs previous 13F -1,609 shares

    0.49% of the 13F portfolio, value $3,839,000.

    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 74,865 shares
    Change vs previous 13F +684 shares

    0.53% of the 13F portfolio, value $3,859,000.

    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 74,181 shares
    Change vs previous 13F -2,572 shares

    0.54% of the 13F portfolio, value $3,791,000.

    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 76,753 shares
    Change vs previous 13F +2,721 shares

    0.59% of the 13F portfolio, value $3,916,000.

    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 74,032 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,714,000.

    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).