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Constellation Wealth Advisors, LLC: VSS position timeline

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

Constellation Wealth Advisors, LLC held 28,821 VSS 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 28,821 shares
    Change vs previous 13F -478 shares

    0.29% of the 13F portfolio, value $2,614,000.

    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 29,299 shares
    Change vs previous 13F +7,146 shares

    0.25% of the 13F portfolio, value $2,986,000.

    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 22,153 shares
    Change vs previous 13F +2,003 shares

    0.19% of the 13F portfolio, value $2,199,000.

    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 20,150 shares
    Change vs previous 13F +4,484 shares

    0.16% of the 13F portfolio, value $1,920,000.

    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 15,666 shares
    Change vs previous 13F -276 shares

    0.15% of the 13F portfolio, value $1,600,000.

    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 15,942 shares
    Change vs previous 13F +2,925 shares

    0.2% of the 13F portfolio, value $1,772,000.

    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 13,017 shares
    Change vs previous 13F +931 shares

    0.14% of the 13F portfolio, value $1,391,000.

    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 12,086 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,244,000.

    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).