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Disclosery

Constellation Wealth Advisors, LLC: XLB position timeline

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

Constellation Wealth Advisors, LLC held 0 XLB shares at 2014-12-31 per its 13F-HR filed 2015-02-11.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 0 shares
    Change vs previous 13F -4,784 shares

    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).

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

  2. period ended2014-09-30
    13F 4,784 shares
    Change vs previous 13F -12,560 shares

    0.02% of the 13F portfolio, value $237,000.

    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).

  3. period ended2014-06-30
    13F 17,344 shares
    Change vs previous 13F -110,678 shares

    0.1% of the 13F portfolio, value $861,000.

    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).

  4. period ended2014-03-31
    13F/A 128,022 shares
    Change vs previous 13F +50,928 shares

    0.59% of the 13F portfolio, value $6,053,000.

    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).

  5. period ended2013-12-31
    13F 77,094 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,563,000.

    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).