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Constellation Wealth Advisors, LLC: SPY position timeline

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

Constellation Wealth Advisors, LLC held 912,963 SPY 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 912,963 shares
    Change vs previous 13F +6,344 shares

    19.37% of the 13F portfolio, value $174,951,000.

    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 906,619 shares
    Change vs previous 13F +30,336 shares

    15.81% of the 13F portfolio, value $186,627,000.

    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 876,283 shares
    Change vs previous 13F +77,259 shares

    15.89% of the 13F portfolio, value $180,891,000.

    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 799,024 shares
    Change vs previous 13F -354,475 shares

    13.65% of the 13F portfolio, value $164,231,000.

    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 1,153,499 shares
    Change vs previous 13F +383,690 shares

    20.96% of the 13F portfolio, value $227,262,000.

    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 769,809 shares
    Change vs previous 13F -289,015 shares

    16.91% of the 13F portfolio, value $150,667,000.

    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 1,058,824 shares
    Change vs previous 13F -78,731 shares

    19.33% of the 13F portfolio, value $198,011,000.

    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 1,137,555 shares
    Change vs previous 13F not available

    20.19% of the 13F portfolio, value $210,095,000.

    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).