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Constellation Wealth Advisors, LLC: DVY position timeline

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

Constellation Wealth Advisors, LLC held 32,214 DVY 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 32,214 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,344,000.

    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 32,214 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,421,000.

    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 32,214 shares
    Change vs previous 13F -328 shares

    0.22% of the 13F portfolio, value $2,511,000.

    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 32,542 shares
    Change vs previous 13F +2,730 shares

    0.21% of the 13F portfolio, value $2,584,000.

    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 29,812 shares
    Change vs previous 13F +14,746 shares

    0.2% of the 13F portfolio, value $2,202,000.

    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 15,066 shares
    Change vs previous 13F +8,106 shares

    0.13% of the 13F portfolio, value $1,160,000.

    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 6,960 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $510,000.

    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 6,960 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $497,000.

    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).