| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Procter & Gamble Co | 27 | Q2 2020 | 36.4% |
| SPDR GOLD TRUST SPDR GOLD SHARES | 27 | Q2 2020 | 10.3% |
| The E W Scripps Co | 27 | Q2 2020 | 6.0% |
| SPDR S&P DIVIDEND ETF | 27 | Q2 2020 | 2.5% |
| MICROSOFT CORP | 27 | Q2 2020 | 0.5% |
| QUALCOMM INC | 27 | Q2 2020 | 0.4% |
| GENERAL ELECTRIC COMPANY | 27 | Q2 2020 | 0.6% |
| J M SMUCKER CO NEW | 27 | Q2 2020 | 0.4% |
| ORACLE CORPORATION | 27 | Q2 2020 | 0.4% |
| WAL-MART STORES INC | 27 | Q2 2020 | 0.3% |
View Lenox Wealth Management, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FIRST FRANKLIN CORP | January 06, 2011 | 83,945 | 5.0% |
View Lenox Wealth Management, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-28 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-01-29 |
| 13F-HR | 2019-11-05 |
| 13F-HR | 2019-07-19 |
| 13F-HR | 2019-05-02 |
| 13F-HR | 2019-01-23 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-26 |
| 13F-HR | 2018-04-26 |
View Lenox Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.