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Lenox Wealth Advisors, LLC: WTPI position timeline

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

Lenox Wealth Advisors, LLC held 5,549 WTPI 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 5,549 shares
    Change vs previous 13F -1,077 shares

    0.02% of the 13F portfolio, value $195,000.

    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 6,626 shares
    Change vs previous 13F -147 shares

    0.03% of the 13F portfolio, value $229,000.

    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 6,773 shares
    Change vs previous 13F -2,305 shares

    0.03% of the 13F portfolio, value $221,000.

    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 9,078 shares
    Change vs previous 13F -1,604,029 shares

    0.04% of the 13F portfolio, value $288,000.

    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 1,613,107 shares
    Change vs previous 13F -29,152 shares

    6.68% of the 13F portfolio, value $48,710,000.

    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 1,642,259 shares
    Change vs previous 13F -22,984 shares

    6.67% of the 13F portfolio, value $46,862,000.

    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 1,665,243 shares
    Change vs previous 13F +23,938 shares

    6.7% of the 13F portfolio, value $44,562,000.

    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 1,641,305 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $41,098,000.

    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).