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Constellation Wealth Advisors, LLC: FIS position timeline

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

Constellation Wealth Advisors, LLC held 0 FIS 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 0 shares
    Change vs previous 13F -26,473 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2015-06-30
    13F 26,473 shares
    Change vs previous 13F -4,857 shares

    0.14% of the 13F portfolio, value $1,636,000.

    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 31,330 shares
    Change vs previous 13F -16,531 shares

    0.19% of the 13F portfolio, value $2,132,000.

    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 47,861 shares
    Change vs previous 13F -350 shares

    0.25% of the 13F portfolio, value $2,977,000.

    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 48,211 shares
    Change vs previous 13F -12,688 shares

    0.25% of the 13F portfolio, value $2,714,000.

    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 60,899 shares
    Change vs previous 13F -50,580 shares

    0.37% of the 13F portfolio, value $3,334,000.

    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 111,479 shares
    Change vs previous 13F -3,060 shares

    0.58% of the 13F portfolio, value $5,959,000.

    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 114,539 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,148,000.

    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).