Constellation Wealth Advisors, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Constellation Wealth Advisors, LLC on EPD, newest first. How the timeline and the estimate are built.
Constellation Wealth Advisors, LLC held 0 EPD shares at 2014-12-31 per its 13F-HR filed 2015-02-11.
the latest 13F is the newest step
- period ended2014-12-3113F 0 sharesChange vs previous 13F -9,920 shares
13F-HR 0001085146-15-000368 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2014-09-3013F 9,920 sharesChange vs previous 13F +4,960 shares
0.04% of the 13F portfolio, value $400,000.
13F-HR 0001085146-14-002158 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 4,960 sharesChange vs previous 13F -310 shares
0.04% of the 13F portfolio, value $388,000.
13F-HR 0001085146-14-001306 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F/A 5,270 sharesChange vs previous 13F +310 shares
0.04% of the 13F portfolio, value $366,000.
13F-HR/A 0001085146-14-001054 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2013-12-3113F 4,960 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $329,000.
13F-HR 0001085146-14-000263 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).