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Constellation Wealth Advisors, LLC: ZBH position timeline

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

Constellation Wealth Advisors, LLC held 95,459 ZBH 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 95,459 shares
    Change vs previous 13F -322 shares

    0.99% of the 13F portfolio, value $8,966,000.

    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 95,781 shares
    Change vs previous 13F +19 shares

    0.89% of the 13F portfolio, value $10,462,000.

    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 95,762 shares
    Change vs previous 13F -84 shares

    0.99% of the 13F portfolio, value $11,254,000.

    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 95,846 shares
    Change vs previous 13F +1,766 shares

    0.9% of the 13F portfolio, value $10,871,000.

    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 94,080 shares
    Change vs previous 13F +1,396 shares

    0.87% of the 13F portfolio, value $9,460,000.

    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 92,684 shares
    Change vs previous 13F +4,319 shares

    1.08% of the 13F portfolio, value $9,626,000.

    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 88,365 shares
    Change vs previous 13F +3,729 shares

    0.82% of the 13F portfolio, value $8,357,000.

    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 84,636 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $7,888,000.

    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).