$234 Million is the total value of Lenox Wealth Advisors, LLC's 302 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEMV | iShares MSCI Emerging Mkt Min Vol Index | $421,000 | -1.6% | 7,250 | 0.0% | 0.18% | +4.0% | |
| TW | TOWERS WATSON & CO CLASS A | $373,000 | -4.8% | 2,963 | 0.0% | 0.16% | +1.3% | |
| GBDC | GOLUB CAPITAL BDC | $352,000 | -5.6% | 21,281 | 0.0% | 0.15% | +0.7% | |
| FXI | ISHARES CHINA LARGE CAP ETF | $251,000 | +3.7% | 5,450 | 0.0% | 0.11% | +9.2% | |
| CSG | CHAMBERS STR PPTYS REIT | $239,000 | +1.3% | 30,000 | 0.0% | 0.10% | +7.4% | |
| SLG | SL GREEN REALTY CORP REIT | $180,000 | -14.3% | 1,636 | 0.0% | 0.08% | -9.4% | |
| ED | CONSOLIDATED EDISON | $166,000 | -5.1% | 2,863 | 0.0% | 0.07% | 0.0% | |
| IWR | ISHARES RUSSELL MID CAP ETF | $165,000 | -1.8% | 969 | 0.0% | 0.07% | +4.4% | |
| PEG | PUB SVC ENTERPISE GP | $157,000 | -6.5% | 4,002 | 0.0% | 0.07% | -1.5% | |
| IWB | ISHARES RUSSELL 1000 ETF | $127,000 | 0.0% | 1,095 | 0.0% | 0.05% | +5.9% | |
| ORCL | ORACLE CORPORATION | $114,000 | -6.6% | 2,818 | 0.0% | 0.05% | 0.0% | |
| PSR | POWERSHS ACTIVE US REAL ESTATE ETF | $106,000 | -9.4% | 1,560 | 0.0% | 0.04% | -4.3% | |
| MDY | SPDR S&P MIDCAP 400 ETF | $99,000 | -2.0% | 363 | 0.0% | 0.04% | +2.4% | |
| JPM | JPMORGAN CHASE & CO | $96,000 | +11.6% | 1,417 | 0.0% | 0.04% | +17.1% | |
| LPT | LIBERTY PROPERTY TRU REIT | $83,000 | -9.8% | 2,582 | 0.0% | 0.04% | -2.7% | |
| CAT | CATERPILLAR INC | $69,000 | +6.2% | 813 | 0.0% | 0.03% | +15.4% | |
| OXY | OCCIDENTAL PETROL CO | $66,000 | +6.5% | 843 | 0.0% | 0.03% | +12.0% | |
| CREDIT SUISSE NEW ORD F REGISTERED ORD | $64,000 | +1.6% | 2,335 | 0.0% | 0.03% | +8.0% | ||
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $63,000 | +1.6% | 1,200 | 0.0% | 0.03% | +8.0% | |
| WBK | WESTPAC BANKING LTD F ADR 1 ADR REPS 1 ORD SHS | $62,000 | -16.2% | 2,489 | 0.0% | 0.03% | -10.0% | |
| INVESTOR AB SH B ORD F STOCKHOLM | $46,000 | -8.0% | 1,248 | 0.0% | 0.02% | 0.0% | ||
| NEE | NEXTERA ENERGY INC | $47,000 | -4.1% | 475 | 0.0% | 0.02% | 0.0% | |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $43,000 | 0.0% | 579 | 0.0% | 0.02% | +5.9% | |
| FOX | 21ST CENT FOX CLASS B | $41,000 | -2.4% | 1,266 | 0.0% | 0.02% | +5.9% | |
| V | VISA INC CL A CLASS Aclass a shares | $35,000 | +2.9% | 520 | 0.0% | 0.02% | +7.1% | |
| ABBV | ABBVIE INC | $34,000 | +17.2% | 500 | 0.0% | 0.02% | +25.0% | |
| HON | HONEYWELL INTL INC | $30,000 | -3.2% | 294 | 0.0% | 0.01% | +8.3% | |
| NVO | NOVO-NORDISK A-S F ADR 1 ADR REPS 1 ORD SHS | $31,000 | 0.0% | 575 | 0.0% | 0.01% | +8.3% | |
| PNY | PIEDMONT NATURAL GAS | $28,000 | -6.7% | 800 | 0.0% | 0.01% | 0.0% | |
| GD | GENERAL DYNAMICS CO | $28,000 | +3.7% | 200 | 0.0% | 0.01% | +9.1% | |
| XEL | XCEL ENERGY INC | $29,000 | -6.5% | 903 | 0.0% | 0.01% | 0.0% | |
| TXT | TEXTRON INCORPORATED | $28,000 | 0.0% | 636 | 0.0% | 0.01% | +9.1% | |
| PCLN | PRICELINE GROUP | $29,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% | |
| QCOM | QUALCOMM INC | $26,000 | -10.3% | 416 | 0.0% | 0.01% | -8.3% | |
| PSX | PHILLIPS 66 | $25,000 | 0.0% | 316 | 0.0% | 0.01% | +10.0% | |
| TWX | TIME WARNER INC | $23,000 | +4.5% | 266 | 0.0% | 0.01% | +11.1% | |
| AAP | ADVANCE AUTO PARTS | $21,000 | +10.5% | 130 | 0.0% | 0.01% | +12.5% | |
| EWJ | Ishares Msci Jpn Idx Fd | $22,000 | +4.8% | 1,690 | 0.0% | 0.01% | +12.5% | |
| NSC | NORFOLK SOUTHERN CO | $20,000 | -16.7% | 232 | 0.0% | 0.01% | -10.0% | |
| DHR | DANAHER CORP EXCHANGE OFFER EXP: 07/09/15 | $22,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% | |
| COP | CONOCOPHILLIPS | $20,000 | 0.0% | 328 | 0.0% | 0.01% | +12.5% | |
| ECL | ECOLAB INC | $18,000 | 0.0% | 155 | 0.0% | 0.01% | +14.3% | |
| OMC | OMNICOM GROUP INC | $18,000 | -10.0% | 260 | 0.0% | 0.01% | 0.0% | |
| DVN | DEVON ENERGY CORP | $19,000 | 0.0% | 316 | 0.0% | 0.01% | 0.0% | |
| PRU | PRUDENTIAL FINANCIAL | $16,000 | +6.7% | 187 | 0.0% | 0.01% | +16.7% | |
| COF | CAPITAL ONE FINL | $17,000 | +13.3% | 190 | 0.0% | 0.01% | +16.7% | |
| NVS | NOVARTIS AG F ADR 1 ADR REPS 1 ORD SHS | $16,000 | 0.0% | 162 | 0.0% | 0.01% | +16.7% | |
| LECO | LINCOLN ELEC HLDGS | $13,000 | -7.1% | 210 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $15,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% | |
| KIM | KIMCO REALTY CORP REIT | $14,000 | -12.5% | 600 | 0.0% | 0.01% | 0.0% | |
| NSRGY | NESTLE SA F ADR 1 ADR REPS 1 ORD SHS | $13,000 | 0.0% | 176 | 0.0% | 0.01% | +20.0% | |
| EBAY | EBAY INC | $13,000 | +8.3% | 210 | 0.0% | 0.01% | +20.0% | |
| CDK | CDK GLOBAL INC | $11,000 | +22.2% | 200 | 0.0% | 0.01% | +25.0% | |
| DNZOY | DENSO CORP F ADR 1 ADR REPS 0.5 ORD SHS | $12,000 | +9.1% | 483 | 0.0% | 0.01% | +25.0% | |
| EL | ESTEE LAUDERCO INC CLASS Aclass a shares | $12,000 | +9.1% | 138 | 0.0% | 0.01% | +25.0% | |
| LLY | ELI LILLY & COMPANY | $11,000 | +22.2% | 130 | 0.0% | 0.01% | +25.0% | |
| RDSA | ROYAL DUTCH SHELL F ADR 1 ADR REPS 2 ORD SHS | $11,000 | 0.0% | 186 | 0.0% | 0.01% | +25.0% | |
| SMFG | SUMITOMO MITSU FINL F ADR 1 ADR REPS 0.2 ORD SHS | $9,000 | +28.6% | 957 | 0.0% | 0.00% | +33.3% | |
| HAL | HALLIBURTON CO HLDG | $10,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% | |
| NAVI | NAVIENT CORP | $9,000 | -10.0% | 501 | 0.0% | 0.00% | 0.0% | |
| HSBC | HSBC HLDGS PLC F ADR 1 ADR REPS 5 ORD SHS | $10,000 | +11.1% | 216 | 0.0% | 0.00% | 0.0% | |
| MUFG | MITSUBISHI UFJ FINL F ADR 1 ADR REPS 1 ORD SHS | $9,000 | +28.6% | 1,203 | 0.0% | 0.00% | +33.3% | |
| SIEGY | SIEMENS A G F ADR 1 ADR REPS 1 ORD SHS | $10,000 | -9.1% | 103 | 0.0% | 0.00% | 0.0% | |
| HMC | HONDA MOTOR CO LTD F ADR 1 ADR REPS 1 ORD SHS | $9,000 | 0.0% | 288 | 0.0% | 0.00% | 0.0% | |
| ADBE | ADOBE SYSTEMS INC | $9,000 | +12.5% | 114 | 0.0% | 0.00% | +33.3% | |
| 1338PS | UBS AG NEW ORD F US SHARES | $9,000 | +12.5% | 434 | 0.0% | 0.00% | +33.3% | |
| EMN | EASTMAN CHEMICAL CO | $10,000 | +11.1% | 124 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $9,000 | +12.5% | 135 | 0.0% | 0.00% | +33.3% | |
| PCG | P G & E CORP | $9,000 | -10.0% | 191 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVC GP | $10,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLC F ADR 1 ADR REPS 2 ORD SHS | $6,000 | -14.3% | 143 | 0.0% | 0.00% | 0.0% | |
| HD | HOME DEPOT INC | $8,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $8,000 | +33.3% | 65 | 0.0% | 0.00% | +50.0% | |
| GPS | GAP INC | $8,000 | -11.1% | 209 | 0.0% | 0.00% | -25.0% | |
| BEN | FRANKLIN RESOURCES | $6,000 | 0.0% | 123 | 0.0% | 0.00% | +50.0% | |
| FE | FIRSTENERGY CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| PDRDY | PERNOD RICARD SA F ADR 1 ADR REPS 0.2 ORD SHS | $6,000 | 0.0% | 243 | 0.0% | 0.00% | +50.0% | |
| EXPE | EXPEDIA INC | $8,000 | +14.3% | 74 | 0.0% | 0.00% | 0.0% | |
| SLM | SLM CORPORATION | $7,000 | 0.0% | 726 | 0.0% | 0.00% | 0.0% | |
| DASTY | DASSAULT SYSTEMS SA F ADR 1 ADR REPS 1 ORD SHS | $7,000 | +16.7% | 94 | 0.0% | 0.00% | +50.0% | |
| SLB | SCHLUMBERGER LTD F | $8,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $6,000 | 0.0% | 22 | 0.0% | 0.00% | +50.0% | |
| DBSDY | DBS GROUP HOLDINGS F ADR 1 ADR REPS 4 ORD SHS | $8,000 | +14.3% | 123 | 0.0% | 0.00% | 0.0% | |
| HOT | STARWOOD HTLS & RSTS | $6,000 | 0.0% | 75 | 0.0% | 0.00% | +50.0% | |
| STI | SUNTRUST BANKS INC | $7,000 | +16.7% | 152 | 0.0% | 0.00% | +50.0% | |
| SYIEY | SYMRISE AG F ADR 1 ADR REP 0.25 ORD SHS | $6,000 | 0.0% | 382 | 0.0% | 0.00% | +50.0% | |
| CAG | CONAGRA FOODS INC | $7,000 | +16.7% | 170 | 0.0% | 0.00% | +50.0% | |
| TOL | TOLL BROTHERS INC | $6,000 | -14.3% | 169 | 0.0% | 0.00% | 0.0% | |
| CMCSA | COMCAST CORPORATION CLASS Aclass a shares | $8,000 | +14.3% | 129 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICA | $8,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| CHRW | C H ROBINSON WORLDWD | $7,000 | -12.5% | 107 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MANAGEMENT INC | $7,000 | -12.5% | 146 | 0.0% | 0.00% | 0.0% | |
| CBS | CBS CORPORATION CLASS Bclass b shares | $7,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS COMPANY DUTCH TENDER EXP: 06/30/15 | $8,000 | 0.0% | 751 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN IDEC INC | $6,000 | 0.0% | 14 | 0.0% | 0.00% | +50.0% | |
| BNPQY | BNP PARIBAS F ADR 1 ADR REPS 0.5 ORD SHS | $6,000 | 0.0% | 212 | 0.0% | 0.00% | +50.0% | |
| PRE | PARTNERRE LTD F | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +50.0% | |
| ING | I N G GROEP N V F ADR 1 ADR REPS 1 ORD SHS | $7,000 | +16.7% | 428 | 0.0% | 0.00% | +50.0% | |
| PZD | POWERSHARES CLEANTECH ETF | $5,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON LM TEL-SP F ADR 1 ADR REPS 1 ORD SHS | $4,000 | -20.0% | 386 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELECTRIC CO | $4,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| PUBGY | PUBLICIS GROUPE F ADR 1 ADR REP 0.25 ORD SHS | $5,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% | |
| DPS | DR PEPPER SNAPPLE GP | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| RBS | ROYAL BANK SCOTLAND F ADR 1 ADR REPS 2 ORD SHS | $5,000 | +25.0% | 430 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORPORATION | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| LVMUY | L V M H MOET F ADR 1 ADR REPS 0.2 ORD SHS | $5,000 | 0.0% | 142 | 0.0% | 0.00% | 0.0% | |
| COST | COSTCO WHOLESALE CO | $4,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTR F ADR 1 ADR REPS 5 ORD SHS | $5,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% | |
| TKOMY | TOKIO MARINE HLDGS F ADR 1 ADR REPS 1 ORD SHS | $4,000 | +33.3% | 91 | 0.0% | 0.00% | +100.0% | |
| USB | U S BANCORP | $4,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| CELG | CELGENE CORP | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| URBN | URBAN OUTFITTERS INC | $5,000 | -28.6% | 150 | 0.0% | 0.00% | -33.3% | |
| VIAB | VIACOM INC CLASS Bclass b shares | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| DOX | AMDOCS LIMITED F | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| AON | A O N PLC F CLASS Aclass a shares | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP REIT | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $5,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| IDEXY | INDUSTRIA DE DISENO F ADR 1 ADR REPS 0.5 ORD SHS | $5,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDS F CLASS Aclass a shares | $4,000 | +33.3% | 35 | 0.0% | 0.00% | +100.0% | |
| IFNNY | INFINEON TECH AG F ADR 1 ADR REPS 1 ORD SHS | $5,000 | 0.0% | 421 | 0.0% | 0.00% | 0.0% | |
| JBAXY | JULIUS BAER GRP LTD F ADR 1 ADR REPS 0.2 ORD SHS | $4,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
| HDB | HDFC BANK LIMITD F ADR 1 ADR REPS 3 ORD SHS | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| MJN | MEAD JOHNSON NUTRITN | $4,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% | |
| F | FORD MOTOR COMPANY | $5,000 | -16.7% | 350 | 0.0% | 0.00% | 0.0% | |
| LNC | LINCOLN NATIONAL CO | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| HEINY | HEINEKEN NV F ADR 1 ADR REPS 0.5 ORD SHS | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO F ADR 1 ADR REPS 2 ORD SHS | $3,000 | +50.0% | 370 | 0.0% | 0.00% | 0.0% | |
| TKPPY | TECHNIP S A F ADR 1 ADR REP 0.25 ORD SHS | $2,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| LFUGY | LI & FUNG LTD F ADR 1 ADR REPS 2 ORD SHS | $3,000 | -25.0% | 1,924 | 0.0% | 0.00% | -50.0% | |
| TKC | TURKCELL ILETSM F ADR 1 ADR REPS 2.5 ORD SHS | $3,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| CVE | CENOVUS ENERGY INC F | $2,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTL | $3,000 | -25.0% | 187 | 0.0% | 0.00% | -50.0% | |
| NOW | SERVICE NOW INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| DTE | DTE ENERGY COMPANY | $3,000 | -25.0% | 45 | 0.0% | 0.00% | -50.0% | |
| LMT | LOCKHEED MARTIN CORP | $3,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| SBGSY | SCHNEIDER ELEC SA F ADR 1 ADR REPS 0.2 ORD SHS | $3,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP CLASS Aclass a shares | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| MUR | MURPHY OIL CORP HLDG | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| BRCD | BROCADE COMMUNS SYS | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BTTGY | BT GROUP PLC F ADR 1 ADR REPS 10 ORD SHS | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| XRX | XEROX CORP | $3,000 | -25.0% | 300 | 0.0% | 0.00% | -50.0% | |
| ODP | OFFICE DEPOT INC | $3,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% | |
| ISRG | INTUITIVE SURGICAL | $3,000 | -25.0% | 7 | 0.0% | 0.00% | -50.0% | |
| FIS | FIDELITY NATL INFO | $3,000 | -25.0% | 55 | 0.0% | 0.00% | -50.0% | |
| FISV | FISERV INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS NV F | $2,000 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| PII | POLARIS INDUSTRIES | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| CMSQY | COMPUTERSHARE LTD F ADR 1 ADR REPS 1 ORD SHS | $2,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
| TIIAY | TELECOM ITALIA F ADR 1 ADR REPS 10 ORD SHS | $1,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| VIV | TELEFONICA BRASIL S. F ADR 1 ADR REPS 1 ORD SHS | $1,000 | 0.0% | 86 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD F | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| N | NETSUITE INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FFIV | F5 NETWORKS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| INVVY | INDIVIOR PLC F ADR 1 ADR REPS 5 ORD SHS | $0 | – | 15 | 0.0% | 0.00% | – | |
| SIAL | SIGMA ALDRICH CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| S P D R S&P 500 ETF TR | 36 | Q1 2022 | 41.1% |
| iShares S&P MidCap 400 Index | 36 | Q1 2022 | 23.8% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ET | 36 | Q1 2022 | 27.8% |
| Ishares Tr Msci Eafe Fd | 36 | Q1 2022 | 20.6% |
| ISHARES RUSSELL 1000 VALUE ETF IV | 36 | Q1 2022 | 5.1% |
| MICROSOFT CORP | 36 | Q1 2022 | 0.5% |
| iShares MSCI Emerging Mkt Min Vol Index | 36 | Q1 2022 | 1.0% |
| PFIZER INCORPORATED | 36 | Q1 2022 | 0.5% |
| EXXON MOBIL CORPORATION | 36 | Q1 2022 | 0.2% |
| INTL BUSINESS MACHINES | 36 | Q1 2022 | 0.3% |
View Lenox Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-12 |
| 13F-HR | 2021-07-08 |
| 13F-HR | 2021-04-26 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-07 |
| 13F-HR | 2020-07-14 |
| 13F-HR | 2020-04-03 |
| 13F-HR | 2020-01-06 |
View Lenox Wealth Advisors, LLC'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.