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Constellation Wealth Advisors, LLC: DAL position timeline

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

Constellation Wealth Advisors, LLC held 177,595 DAL 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 177,595 shares
    Change vs previous 13F -694 shares

    0.88% of the 13F portfolio, value $7,969,000.

    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 178,289 shares
    Change vs previous 13F +390 shares

    0.62% of the 13F portfolio, value $7,324,000.

    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 177,899 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,998,000.

    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).