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Disclosery

Constellation Wealth Advisors, LLC: WFC position timeline

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

Constellation Wealth Advisors, LLC held 0 WFC shares at 2014-06-30 per its 13F-HR filed 2014-07-09.

the latest 13F is the newest step

  1. period ended2014-06-30
    13F 0 shares
    Change vs previous 13F -17,964 shares

    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).

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

  2. period ended2014-03-31
    13F/A 17,964 shares
    Change vs previous 13F +660 shares

    0.09% of the 13F portfolio, value $894,000.

    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).

  3. period ended2013-12-31
    13F 17,304 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $786,000.

    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).