Skip to content
Disclosery

Constellation Wealth Advisors, LLC: PNC position timeline

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

Constellation Wealth Advisors, LLC held 120,230 PNC 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 120,230 shares
    Change vs previous 13F -136 shares

    1.19% of the 13F portfolio, value $10,725,000.

    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 120,366 shares
    Change vs previous 13F -5 shares

    0.98% of the 13F portfolio, value $11,513,000.

    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 120,371 shares
    Change vs previous 13F +212 shares

    0.99% of the 13F portfolio, value $11,223,000.

    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 120,159 shares
    Change vs previous 13F +2,414 shares

    0.91% of the 13F portfolio, value $10,962,000.

    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 117,745 shares
    Change vs previous 13F +1,825 shares

    0.93% of the 13F portfolio, value $10,077,000.

    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 115,920 shares
    Change vs previous 13F +6,248 shares

    1.16% of the 13F portfolio, value $10,323,000.

    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 109,672 shares
    Change vs previous 13F +5,251 shares

    0.93% of the 13F portfolio, value $9,542,000.

    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 104,421 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,101,000.

    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).