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Constellation Wealth Advisors, LLC: VOO position timeline

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

Constellation Wealth Advisors, LLC held 81,704 VOO 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 81,704 shares
    Change vs previous 13F -3,764 shares

    1.59% of the 13F portfolio, value $14,356,000.

    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 85,468 shares
    Change vs previous 13F +16,362 shares

    1.37% of the 13F portfolio, value $16,140,000.

    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 69,106 shares
    Change vs previous 13F -39,155 shares

    1.15% of the 13F portfolio, value $13,075,000.

    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 108,261 shares
    Change vs previous 13F +23,751 shares

    1.7% of the 13F portfolio, value $20,396,000.

    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 84,510 shares
    Change vs previous 13F +3,264 shares

    1.41% of the 13F portfolio, value $15,262,000.

    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 81,246 shares
    Change vs previous 13F -2,574 shares

    1.64% of the 13F portfolio, value $14,578,000.

    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 83,820 shares
    Change vs previous 13F +32,893 shares

    1.4% of the 13F portfolio, value $14,363,000.

    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 50,927 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,614,000.

    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).