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Constellation Wealth Advisors, LLC: PFE position timeline

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

Constellation Wealth Advisors, LLC held 10,964 PFE 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 10,964 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $344,000.

    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 11,114 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $373,000.

    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 11,114 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $387,000.

    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 10,964 shares
    Change vs previous 13F +1,700 shares

    0.03% of the 13F portfolio, value $342,000.

    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 9,264 shares
    Change vs previous 13F +1,584 shares

    0.03% of the 13F portfolio, value $274,000.

    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 7,680 shares
    Change vs previous 13F -14,581 shares

    0.03% of the 13F portfolio, value $228,000.

    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 22,261 shares
    Change vs previous 13F +1,741 shares

    0.07% of the 13F portfolio, value $715,000.

    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 20,520 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $628,000.

    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).