Skip to content
Disclosery

Constellation Wealth Advisors, LLC: IYH position timeline

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

Constellation Wealth Advisors, LLC held 0 IYH shares at 2014-12-31 per its 13F-HR filed 2015-02-11.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 0 shares
    Change vs previous 13F -1,768 shares

    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).

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

  2. period ended2014-09-30
    13F 1,768 shares
    Change vs previous 13F -5,007 shares

    0.02% of the 13F portfolio, value $238,000.

    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).

  3. period ended2014-06-30
    13F 6,775 shares
    Change vs previous 13F -40,717 shares

    0.1% of the 13F portfolio, value $869,000.

    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).

  4. period ended2014-03-31
    13F/A 47,492 shares
    Change vs previous 13F +17,012 shares

    0.57% of the 13F portfolio, value $5,843,000.

    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).

  5. period ended2013-12-31
    13F 30,480 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,551,000.

    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).