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Constellation Wealth Advisors, LLC: SU position timeline

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

Constellation Wealth Advisors, LLC held 219,667 SU 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 219,667 shares
    Change vs previous 13F -452 shares

    0.65% of the 13F portfolio, value $5,870,000.

    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 220,119 shares
    Change vs previous 13F +46 shares

    0.51% of the 13F portfolio, value $6,058,000.

    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 220,073 shares
    Change vs previous 13F -1,170 shares

    0.57% of the 13F portfolio, value $6,437,000.

    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 221,243 shares
    Change vs previous 13F +3,818 shares

    0.58% of the 13F portfolio, value $7,031,000.

    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 217,425 shares
    Change vs previous 13F +2,622 shares

    0.72% of the 13F portfolio, value $7,860,000.

    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 214,803 shares
    Change vs previous 13F +9,632 shares

    1.03% of the 13F portfolio, value $9,157,000.

    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 205,171 shares
    Change vs previous 13F +8,182 shares

    0.7% of the 13F portfolio, value $7,173,000.

    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 196,989 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,904,000.

    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).