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Disclosery

Constellation Wealth Advisors, LLC: OC position timeline

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

Constellation Wealth Advisors, LLC held 0 OC shares at 2015-06-30 per its 13F-HR filed 2015-08-05.

the latest 13F is the newest step

  1. period ended2015-06-30
    13F 0 shares
    Change vs previous 13F -27,420 shares

    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).

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

  2. period ended2015-03-31
    13F 27,420 shares
    Change vs previous 13F -1,980 shares

    0.1% of the 13F portfolio, value $1,190,000.

    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).

  3. period ended2014-12-31
    13F 29,400 shares
    Change vs previous 13F -350 shares

    0.09% of the 13F portfolio, value $1,053,000.

    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).

  4. period ended2014-09-30
    13F 29,750 shares
    Change vs previous 13F +18,550 shares

    0.09% of the 13F portfolio, value $945,000.

    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).

  5. period ended2014-06-30
    13F 11,200 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $433,000.

    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).