• 13F History

Lebenthal Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2016 - Aug 11, 2016
Value $
$34M
Signature - Title
monique schulman - Director of supervision
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Lebenthal Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lebenthal Wealth Advisors, LLC reported 75 stock holdings with total value $34M as of Q2 2016. Top holdings included IVW, CMCSA, IWF, VIG, and PFE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2016 75 $34M IVW, CMCSA, IWF, VIG, PFE 13F-HR 8/11/2016, 11:49 AM
Q1 2016 13F-NT 4/19/2016, 06:06 PM
Q4 2015 13F-NT 1/25/2016, 12:49 PM
Q3 2015 13F-NT 11/12/2015, 08:50 AM
Q2 2015 13F-NT 8/4/2015, 02:42 PM
Q1 2015 13F-NT 5/13/2015, 11:13 AM
Q4 2014 13F-NT 2/23/2015, 06:12 AM