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Disclosery

Constellation Wealth Advisors, LLC: KR position timeline

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

Constellation Wealth Advisors, LLC held 0 KR shares at 2015-03-31 per its 13F-HR filed 2015-05-12.

the latest 13F is the newest step

  1. period ended2015-03-31
    13F 0 shares
    Change vs previous 13F -125,349 shares

    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).

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

  2. period ended2014-12-31
    13F 125,349 shares
    Change vs previous 13F +2,459 shares

    0.67% of the 13F portfolio, value $8,049,000.

    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).

  3. period ended2014-09-30
    13F 122,890 shares
    Change vs previous 13F -168,990 shares

    0.59% of the 13F portfolio, value $6,390,000.

    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).

  4. period ended2014-06-30
    13F 291,880 shares
    Change vs previous 13F +12,317 shares

    1.62% of the 13F portfolio, value $14,428,000.

    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).

  5. period ended2014-03-31
    13F/A 279,563 shares
    Change vs previous 13F +10,891 shares

    1.19% of the 13F portfolio, value $12,203,000.

    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).

  6. period ended2013-12-31
    13F 268,672 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,621,000.

    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).