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Constellation Wealth Advisors, LLC: PEP position timeline

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

Constellation Wealth Advisors, LLC held 76,726 PEP 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 76,726 shares
    Change vs previous 13F -273 shares

    0.8% of the 13F portfolio, value $7,235,000.

    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 76,999 shares
    Change vs previous 13F -101 shares

    0.61% of the 13F portfolio, value $7,187,000.

    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 77,100 shares
    Change vs previous 13F -60,218 shares

    0.65% of the 13F portfolio, value $7,372,000.

    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 137,318 shares
    Change vs previous 13F +2,313 shares

    1.08% of the 13F portfolio, value $12,985,000.

    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).

  5. period ended2014-09-30
    13F 135,005 shares
    Change vs previous 13F +1,591 shares

    1.16% of the 13F portfolio, value $12,568,000.

    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).

  6. period ended2014-06-30
    13F 133,414 shares
    Change vs previous 13F -46,467 shares

    1.34% of the 13F portfolio, value $11,919,000.

    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).

  7. period ended2014-03-31
    13F/A 179,881 shares
    Change vs previous 13F +6,129 shares

    1.47% of the 13F portfolio, value $15,020,000.

    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).

  8. period ended2013-12-31
    13F 173,752 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $14,411,000.

    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).