Notify me when Lenox Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2020 | 735 | $327,249,000 | +$34,440,130 | -$25,866,268 | +$8,573,862 | PG, BRKB, IGSB, HYG, FLOT | 13F-HR | 28 Jul 2020, 11:42 |
| Q1 2020 | 697 | $290,027,000 | +$26,073,181 | -$42,399,185 | -$16,326,004 | PG, BRKB, FLOT, HYG, IGSB | 13F-HR | 20 Apr 2020, 11:05 |
| Q4 2019 | 699 | $357,107,000 | +$23,931,563 | -$32,219,636 | -$8,288,073 | PG, BRKB, FLOT, IAU, HYG | 13F-HR | 29 Jan 2020, 09:31 |
| Q3 2019 | 696 | $344,025,000 | +$22,156,809 | -$15,155,485 | +$7,001,324 | PG, BRKB, FLOT, IAU, HYG | 13F-HR | 05 Nov 2019, 08:56 |
| Q2 2019 | 678 | $334,445,000 | +$19,289,075 | -$18,690,330 | +$598,745 | PG, BRKB, FLOT, HYG, IAU | 13F-HR | 19 Jul 2019, 13:32 |
| Q1 2019 | 682 | $320,749,000 | +$25,844,522 | -$36,674,934 | -$10,830,412 | PG, BRKB, FLOT, HYG, IAU | 13F-HR | 02 May 2019, 13:53 |
| Q4 2018 | 633 | $281,872,000 | +$30,266,670 | -$64,709,384 | -$34,442,714 | PG, BRKB, IAU, SHY, KSU | 13F-HR | 23 Jan 2019, 13:14 |
| Q3 2018 | 639 | $326,090,000 | +$45,232,621 | -$41,681,152 | +$3,551,469 | PG, BRKB, IAU, AAGIY, SAP | 13F-HR | 22 Oct 2018, 18:02 |
| Q2 2018 | 573 | $311,075,000 | +$25,205,571 | -$22,765,981 | +$2,439,590 | PG, BRKB, MINT, IAU, IGSB | 13F-HR | 26 Jul 2018, 11:43 |
| Q1 2018 | 477 | $310,161,000 | +$30,772,561 | -$39,328,387 | -$8,555,826 | BRKB, PG, MINT, IAU, IGSB | 13F-HR | 26 Apr 2018, 14:17 |
| Q4 2017 | 478 | $328,785,000 | +$44,628,438 | -$18,551,923 | +$26,076,515 | BRKB, PG, MINT, IGSB, GOVT | 13F-HR | 24 Jan 2018, 07:18 |
| Q3 2017 | 475 | $291,100,000 | +$44,419,970 | -$11,730,553 | +$32,689,417 | BRKB, PG, MINT, SNI, IGSB | 13F-HR | 13 Nov 2017, 19:27 |
| Q2 2017 | 469 | $246,670,000 | +$123,873,813 | -$14,245,443 | +$109,628,370 | BRKB, PG, MINT, SNI, GLD | 13F-HR | 14 Aug 2017, 17:27 |
| Q1 2017 | 224 | $139,001,000 | +$5,194,991 | -$4,586,930 | +$608,061 | PG, BRKB, GLD, SNI, SDY | 13F-HR | 12 May 2017, 11:13 |
| Q4 2016 | 229 | $131,465,000 | +$6,034,202 | -$3,951,126 | +$2,083,076 | BRKB, PG, GLD, SNI, SDY | 13F-HR | 14 Feb 2017, 10:55 |
| Q3 2016 | 222 | $126,022,000 | +$501,378 | -$15,315,216 | -$14,813,838 | PG, BRKB, GLD, SNI, SDY | 13F-HR | 16 Nov 2016, 16:41 |
| Q2 2016 | 231 | $137,682,000 | +$1,526,623 | -$10,811,232 | -$9,284,609 | PG, BRKB, SNI, GLD, 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A | 13F-HR | 15 Aug 2016, 07:08 |
| Q1 2016 | 241 | $144,094,000 | +$10,913,455 | -$4,467,382 | +$6,446,073 | PG, BRKB, SNI, GLD, SDY | 13F-HR | 13 May 2016, 16:22 |
| Q4 2015 | 247 | $128,857,000 | +$13,079,874 | -$13,490,498 | -$410,624 | PG, BRKB, SNI, GLD, SDY | 13F-HR | 11 Feb 2016, 17:19 |
| Q3 2015 | 139 | $122,346,000 | +$3,710,357 | -$3,273,850 | +$436,507 | PG, BRKB, SNI, GLD, SSP | 13F-HR | 03 Nov 2015, 19:11 |
| Q2 2015 | 147 | $135,191,000 | +$1,739,110 | -$2,450,569 | -$711,459 | PG, BRKB, SNI, GLD, SSP | Restatement | 28 Aug 2015, 13:52 |
| Q1 2015 | 150 | $143,140,000 | +$763,126 | -$4,532,665 | -$3,769,539 | PG, BRKB, SNI, GLD, SSP | 13F-HR | 08 May 2015, 16:47 |
| Q4 2014 | 153 | $153,483,000 | +$1,891,944 | -$4,586,990 | -$2,695,046 | PG, BRKB, SNI, GLD, SSP | Restatement | 13 Feb 2015, 10:53 |
| Q3 2014 | 152 | $147,447,000 | +$2,254,228 | -$2,136,420 | +$117,808 | PG, BRKB, SNI, GLD, SSP | 13F-HR | 22 Oct 2014, 08:37 |
| Q2 2014 | 160 | $145,244,000 | +$2,249,691 | -$6,589,125 | -$4,339,434 | PG, BRKB, SNI, GLD, SSP | 13F-HR | 22 Sep 2014, 13:41 |
| Q1 2014 | 181 | $147,696,000 | +$4,855,085 | -$5,881,246 | -$1,026,161 | PG, BRKB, SNI, GLD, SSP | 13F-HR | 22 Sep 2014, 13:40 |
| Q4 2013 | 180 | $150,988,000 | $0 | $0 | $0 | BRKB, PG, SNI, GLD, SSP | 13F-HR | 22 Sep 2014, 13:36 |