Current Market Value 327,335,000
Current Holdings 808
Most Recent File Date 2020-07-28
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lenox Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-07-28 2020-06-30 13F-HR 808 327,335
2020-04-20 2020-03-31 13F-HR 754 290,829
2020-01-29 2019-12-31 13F-HR 732 357,127
2019-11-05 2019-09-30 13F-HR 735 344,127
2019-07-19 2019-06-30 13F-HR 708 334,538
2019-05-02 2019-03-31 13F-HR 705 320,779
2019-01-23 2018-12-31 13F-HR 652 297,157
2018-10-22 2018-09-30 13F-HR 655 336,285
2018-07-26 2018-06-30 13F-HR 593 311,094
2018-04-26 2018-03-31 13F-HR 498 310,373
2018-01-24 2017-12-31 13F-HR 498 329,206
2017-11-14 2017-09-30 13F-HR 499 291,114
2017-08-14 2017-06-30 13F-HR 499 246,678
2017-05-12 2017-03-31 13F-HR 240 139,009
2017-02-14 2016-12-31 13F-HR 246 131,473
2016-11-16 2016-09-30 13F-HR 241 126,039
2016-08-15 2016-06-30 13F-HR 248 137,690
2016-05-13 2016-03-31 13F-HR 259 144,106
2016-02-11 2015-12-31 13F-HR 267 128,869
2015-11-04 2015-09-30 13F-HR 147 122,477
2015-08-28 2015-06-30 13F-HR/A 1 R 153 135,316
2015-08-27 2015-06-30 13F-HR 155 143,243
2015-05-08 2015-03-31 13F-HR 155 143,243
2015-02-13 2014-12-31 13F-HR/A 1 R 160 153,614
2015-02-05 2014-12-31 13F-HR 0 0
2014-10-22 2014-09-30 13F-HR 160 147,528
2014-09-22 2014-06-30 13F-HR 167 145,472
2014-09-22 2014-03-31 13F-HR 185 194,310
2014-09-22 2013-12-31 13F-HR 186 151,195