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Constellation Wealth Advisors, LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Constellation Wealth Advisors, LLC on BNY, newest first. How the timeline and the estimate are built.

Constellation Wealth Advisors, LLC held 357,359 BNY shares at 2015-09-30 per its 13F-HR filed 2015-11-09.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 357,359 shares
    Change vs previous 13F -1,147 shares

    1.55% of the 13F portfolio, value $13,991,000.

    13F-HR 0001085146-15-002201 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2015-06-30
    13F 358,506 shares
    Change vs previous 13F -107 shares

    1.27% of the 13F portfolio, value $15,046,000.

    13F-HR 0001085146-15-001590 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-03-31
    13F 358,613 shares
    Change vs previous 13F -1,283 shares

    1.27% of the 13F portfolio, value $14,431,000.

    13F-HR 0001085146-15-001118 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-12-31
    13F 359,896 shares
    Change vs previous 13F +6,508 shares

    1.21% of the 13F portfolio, value $14,601,000.

    13F-HR 0001085146-15-000368 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2014-09-30
    13F 353,388 shares
    Change vs previous 13F +4,069 shares

    1.26% of the 13F portfolio, value $13,687,000.

    13F-HR 0001085146-14-002158 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2014-06-30
    13F 349,319 shares
    Change vs previous 13F -5,881 shares

    1.47% of the 13F portfolio, value $13,092,000.

    13F-HR 0001085146-14-001306 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2014-03-31
    13F/A 355,200 shares
    Change vs previous 13F +13,228 shares

    1.22% of the 13F portfolio, value $12,535,000.

    13F-HR/A 0001085146-14-001054 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2013-12-31
    13F 341,972 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $11,948,000.

    13F-HR 0001085146-14-000263 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).