Skip to content
Disclosery

Constellation Wealth Advisors, LLC: IVV position timeline

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

Constellation Wealth Advisors, LLC held 153,010 IVV 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 153,010 shares
    Change vs previous 13F +2,257 shares

    3.27% of the 13F portfolio, value $29,487,000.

    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 150,753 shares
    Change vs previous 13F -2,028 shares

    2.65% of the 13F portfolio, value $31,239,000.

    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 152,781 shares
    Change vs previous 13F -672,777 shares

    2.79% of the 13F portfolio, value $31,752,000.

    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 825,558 shares
    Change vs previous 13F not available

    14.2% of the 13F portfolio, value $170,783,000.

    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).