Entity type
Company
Filer Snapshot
Lenox Wealth Management, Inc.
CIK 0001464332. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
65
Latest filing
28 Jul 2020
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2020. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$327.25M
735 holdings for Q2 2020
Open portfolioLargest parsed holding
PG
$50.08M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 28 Jul 2020 for CIK 0001464332.
- Business address
- 8044 Montgomery Road, Suite 170, Cincinnati, OH, 45236
- Parsed ownership coverage
-
13F reported value
$327.25M
Latest parsed Form 13F reported market value.
Largest 13F symbols
PG, BRKB, IGSB, HYG
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- PG BRKB IGSB HYG FLOT MBB SAP NVO
+12 more
LZAGY ACN TSM SSMXY AAGIY GRFS DASTY KSRYY SONVY LQDH IEF LRLCY - State of incorporation
- OH
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Lenox Wealth Management, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $327.25M across 735 reported holdings for Q2 2020.
- Largest parsed 13F holding: PG at $50.08M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
37%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$120.05M
Compared with $327.25M total 13F value.
Top 5 net change
-$281.3K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IGSB ยท Largest trim: FLOT
PG
BRKB
IGSB
HYG
FLOT
Other holdings
Latest update
What changed recently for Lenox Wealth Management, Inc.
Latest 13F period: Q2 2020. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Jul 2020
Page type
Filer profile
Latest period
Q2 2020
Institutional portfolio context was refreshed from a 13F filing filed on 28 Jul 2020.
Benchmark Context
Benchmark context for this company
Lenox Wealth Management, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q2 2020. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001464332 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
65
First seen
18 May 2009
Latest filing
28 Jul 2020
Entity
Company
Observed form types
13F-HR
13F-HR/A
SC 13D/A
DFAN14A
DEFC14A
PRRN14A
CORRESP
PREC14A
SC 13D
Latest Filings
Showing the latest 12 of 60 SEC filings for Lenox Wealth Management, Inc..
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 28 Jul 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 20 Apr 2020
- Reporting date
- 31 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 29 Jan 2020
- Reporting date
- 31 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 05 Nov 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 19 Jul 2019
- Reporting date
- 30 Jun 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 02 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 23 Jan 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 23 Oct 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 26 Jul 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 26 Apr 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 24 Jan 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-16274
13F-HR filing
- Filing date
- 14 Nov 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing