Skip to content
Disclosery

Constellation Wealth Advisors, LLC: TMO position timeline

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

Constellation Wealth Advisors, LLC held 0 TMO 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 0 shares
    Change vs previous 13F -41,969 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2015-06-30
    13F 41,969 shares
    Change vs previous 13F -4,026 shares

    0.46% of the 13F portfolio, value $5,446,000.

    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 45,995 shares
    Change vs previous 13F -5,415 shares

    0.54% of the 13F portfolio, value $6,179,000.

    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 51,410 shares
    Change vs previous 13F -260 shares

    0.54% of the 13F portfolio, value $6,441,000.

    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 51,670 shares
    Change vs previous 13F -2,650 shares

    0.58% of the 13F portfolio, value $6,288,000.

    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 54,320 shares
    Change vs previous 13F -800 shares

    0.72% of the 13F portfolio, value $6,410,000.

    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 55,120 shares
    Change vs previous 13F -3,155 shares

    0.65% of the 13F portfolio, value $6,628,000.

    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 58,275 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,489,000.

    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).