Skip to content
Disclosery

Constellation Wealth Advisors, LLC: PBF position timeline

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

Constellation Wealth Advisors, LLC held 251,344 PBF 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 251,344 shares
    Change vs previous 13F -841 shares

    0.79% of the 13F portfolio, value $7,095,000.

    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 252,185 shares
    Change vs previous 13F +579 shares

    0.61% of the 13F portfolio, value $7,167,000.

    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 251,606 shares
    Change vs previous 13F +251,606 shares

    0.75% of the 13F portfolio, value $8,534,000.

    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 ended2014-06-30
    13F 0 shares
    Change vs previous 13F -10,820 shares

    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).

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

  5. period ended2014-03-31
    13F/A 10,820 shares
    Change vs previous 13F -4,880 shares

    0.03% of the 13F portfolio, value $279,000.

    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 15,700 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $494,000.

    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).