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Disclosery

Constellation Wealth Advisors, LLC: GT position timeline

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

Constellation Wealth Advisors, LLC held 0 GT 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 -65,453 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 65,453 shares
    Change vs previous 13F +7,691 shares

    0.17% of the 13F portfolio, value $1,973,000.

    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 57,762 shares
    Change vs previous 13F +19,504 shares

    0.14% of the 13F portfolio, value $1,564,000.

    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 38,258 shares
    Change vs previous 13F +11,020 shares

    0.09% of the 13F portfolio, value $1,093,000.

    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 27,238 shares
    Change vs previous 13F +19,939 shares

    0.06% of the 13F portfolio, value $615,000.

    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 7,299 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,000.

    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).