• 13F History

Lenox Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2022 - Apr 14, 2022
Value $
$798M
Signature - Title
Gregory Reynholds - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lenox Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lenox Wealth Advisors, LLC reported 692 stock holdings with total value $798M as of Q1 2022. Top holdings included IJH, ACWV, SPY, IEFA, and SPLG.
Holdings Value

List of Other Managers Reporting for Lenox Wealth Advisors, LLC:

Name Holdings Value Location File Number
ALLIANCEBERNSTEIN L.P. $295B Nashville, TN 028-10562
NATIXIS ADVISORS, LLC $53.5B Boston, MA 028-05788
EARNEST PARTNERS LLC $22.4B Atlanta, GA 028-05269
GW&K Investment Management, LLC $11.8B Boston, MA 028-04145
ALTA CAPITAL MANAGEMENT LLC/ $1.54B Salt Lake City, UT 028-05119
SCHAFER CULLEN CAPITAL MANAGEMENT INC $491M New York, NY 028-04691
Aperio Group, LLC Sausalito, CA 028-11964
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA 028-05267
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
SpiderRock Advisors, LLC Wilimington, DE 028-18017
TCW ASSET MANAGEMENT CO LLC Los Angeles, CA 028-00787
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 692 $798M +$29.3M -$11M +$18.3M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 4/14/2022, 10:17 AM
Q4 2021 832 $831M +$13.7M -$5.72M +$8.02M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 1/19/2022, 08:33 AM
Q3 2021 688 $777M +$15.1M -$8.48M +$6.65M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 10/12/2021, 09:13 AM
Q2 2021 683 $781M +$71.4M -$56.8M +$14.6M IJH, ACWV, SPY, IEFA, DTH 13F-HR 7/8/2021, 10:23 AM
Q1 2021 663 $729M +$14.2M -$31.2M -$16.9M IJH, SPY, ACWV, IEFA, PUTW 13F-HR 4/26/2021, 08:42 AM
Q4 2020 595 $703M +$11.3M -$51.3M -$40M IJH, SPY, ACWV, IEFA, PUTW 13F-HR 1/19/2021, 09:05 AM
Q3 2020 546 $665M +$56.8M -$55.3M +$1.55M SPY, IJH, ACWV, IEFA, PUTW 13F-HR 10/7/2020, 11:47 AM
Q2 2020 545 $631M +$21.3M -$16.4M +$4.85M SPY, IJH, ACWV, IEFA, GSLC 13F-HR 7/14/2020, 10:32 AM
Q1 2020 683 $536M +$136M -$108M +$28M SPY, ACWV, IJH, IEFA, GSLC 13F-HR 4/3/2020, 03:05 PM
Q4 2019 668 $643M +$20M -$12.3M +$7.76M SPY, ACWV, EFA, IJH, GSLC 13F-HR 1/6/2020, 09:12 AM
Q3 2019 568 $561M +$34.1M -$8.53M +$25.5M SPY, ACWV, EFA, IJH, GSLC 13F-HR 10/2/2019, 04:31 PM
Q2 2019 376 $534M +$67.5M -$38.4M +$29.1M SPY, ACWV, EFA, IJH, GSLC 13F-HR 7/12/2019, 10:10 AM
Q1 2019 579 $533M +$18.1M -$4.14M +$14M SPY, EFA, ACWV, IJH, GSLC 13F-HR 4/9/2019, 05:22 PM
Q4 2018 354 $471M +$142M -$89.8M +$52.6M SPY, EFA, ACWV, IJH, GSLC 13F-HR 1/9/2019, 08:33 AM
Q3 2018 388 $492M +$29.2M -$3.96M +$25.2M SPY, EFA, IJH, IEFA, PDBCXXXX 13F-HR 10/9/2018, 09:35 AM
Q2 2018 509 $453M +$35.3M -$11.8M +$23.5M SPY, EFA, IJH, IEFA, PDBCXXXX 13F-HR 7/16/2018, 04:38 PM
Q1 2018 501 $429M +$122M -$44.5M +$77.1M SPY, EFA, IJH, IEFA, PDBCXXXX 13F-HR 4/13/2018, 11:11 AM
Q4 2017 368 $357M +$34.4M -$15.7M +$18.6M SPY, EFA, IJH, DBEF, GSLC 13F-HR 1/29/2018, 11:59 AM
Q3 2017 200 $324M +$9.46M -$1.04M +$8.42M SPY, DBEF, EFA, IJH, GSLC 13F-HR 10/4/2017, 04:49 PM
Q2 2017 92 $305M +$5.76M -$37.1M -$31.3M SPY, DBEF, EFA, IJH, GSLC 13F-HR 7/10/2017, 12:52 PM
Q1 2017 85 $328M +$6.7M -$616K +$6.08M SPY, DBEF, EFA, IJH, PBPXXXX 13F-HR 4/7/2017, 03:19 PM
Q4 2016 106 $310M +$17.6M -$45.6M -$28M SPY, DBEF, IJH, EFA, PBPXXXX 13F-HR 1/9/2017, 12:55 PM
Q3 2016 201 $339M +$4.89M -$18.4M -$13.6M SPY, DBEF, EFA, IJH, PBPXXXX 13F-HR 10/5/2016, 02:42 PM
Q2 2016 200 $340M +$26.1M -$18.9M +$7.16M SPY, DBEF, EFA, IJH, PBPXXXX 13F-HR 7/11/2016, 04:04 PM
Q1 2016 230 $334M +$28M -$1.49M +$26.6M SPY, DBEF, EFA, IJH, PBPXXXX 13F-HR 4/11/2016, 12:12 PM
Q4 2015 415 $314M +$44.2M -$2.05M +$42.2M DBEF, SPY, EFA, IJH, PBPXXXX 13F-HR 1/8/2016, 04:19 PM
Q3 2015 373 $283M +$72.2M -$475K +$71.7M DBEF, SPY, EFA, IJH, SEA 13F-HR 10/13/2015, 02:28 PM
Q2 2015 284 $234M +$16.2M -$21.2M -$5M SPY, DBEF, IJH, EFA, SEA 13F-HR 7/9/2015, 09:39 AM
Q1 2015 316 $248M +$13M -$17.6M -$4.61M DBEF, SPY, IJH, SEA, EFA 13F-HR 4/15/2015, 09:44 AM
Q4 2014 317 $240M +$68.5M -$34.7M +$33.8M SPY, DBEF, IJH, SEA, EFA 13F-HR 2/17/2015, 03:57 PM
Q3 2014 275 $226M +$14.9M -$3.6M +$11.3M SPY, IJH, IEFA, DBEF, SEA 13F-HR 10/2/2014, 02:53 PM
Q2 2014 179 $194M +$47.3M -$49.8M -$2.45M SPY, IJH, IEFA, SEA, SCZ 13F-HR 7/10/2014, 09:12 AM
Q1 2014 184 $126M +$31.5M -$22.7M +$8.85M SPY, IJH, SEA, IWD, ACWI 13F-HR 4/3/2014, 10:16 AM
Q4 2013 350 $142M SPY, IJH, DBEF, SCZ, IWD 13F-HR 1/21/2014, 12:04 PM