Filer Snapshot

Constellation Wealth Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001474208.

Entity Type

Company

Total Filings

32

Latest Filing

09 Nov 2015

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 09 Nov 2015 for CIK 0001474208.

View Source Filing
Business address
505 Fifth Avenue, 19 Th Floor, New York, NY, 10017
Top securities (13F)
SPY, DXJ, VGK, RSP, EFA, IWF, IVV, VOO, BAC, JNJ, BK, AIG, MRK, JCI, ETW, RTN, PNC, GM, ABT, and GE
State of incorporation
DE
Fiscal year end
31 December

Quick Takeaways

  • Constellation Wealth Advisors, LLC is an SEC filer tracked under CIK 0001474208.
  • 32 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 09 Nov 2015.
  • Report period: 30 Sep 2015.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 09 Nov 2015 for CIK 0001474208.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Constellation Wealth Advisors, LLC.

Latest source-backed update
13F-HR filed 09 Nov 2015
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 09 Nov 2015.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Constellation Wealth Advisors, LLC

New filing available

Latest 13F period: Q3 2015. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Nov 2015

Page type

Filer profile

Latest period

Q3 2015

Institutional portfolio context was refreshed from a 13F filing filed on 09 Nov 2015.

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Benchmark Context

Benchmark context for this company

Constellation Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

Latest 13F period: Q3 2015. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Constellation Wealth Advisors, LLC has filed 32 SEC EDGAR filings since 13 Nov 2009. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Constellation Wealth Advisors, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2015 30 Sep 2015 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2015 30 Jun 2015 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2015 31 Mar 2015 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2015 31 Dec 2014 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2014 30 Sep 2014 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2014 30 Jun 2014 028-13618
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 12 May 2014 31 Mar 2014 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2014 31 Mar 2014 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2014 31 Dec 2013 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2013 30 Sep 2013 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2013 30 Jun 2013 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR CONSTELLATION WEALTH ADVISORS LLC 24 Apr 2013 31 Mar 2013 028-13618
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A CONSTELLATION WEALTH ADVISORS LLC 24 Apr 2013 31 Dec 2012 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR CONSTELLATION WEALTH ADVISORS LLC 13 Feb 2013 31 Dec 2012 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2012 30 Sep 2012 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR QTR 2 2012 13F REPORT, CWA 15 Aug 2012 30 Jun 2012 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR FIRST QUARTER ENDING 03/31/2012 15 May 2012 31 Mar 2012 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 4TH QUARTER 2012 SUBMISSION 15 Feb 2012 31 Dec 2011 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR CWA Q3 2011 13-F HOLDINGS REPORT 15 Nov 2011 30 Sep 2011 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F COMPLETE SET OF DOCUMENTS 15 Aug 2011 30 Jun 2011 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR CONSTELLATION WEALTH ADVISORS LLC 03-31-11 16 May 2011 31 Mar 2011 028-13618
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 4TH QTR 2010 13F HOLDINGS REPORT AMENDMENT 03 Mar 2011 31 Dec 2010 028-13618
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F HOLDINGS REPORT RESTATEMENT 03 Mar 2011 31 Dec 2010 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 4TH QUARTER 2010 13F HOLDINGS REPORT 15 Feb 2011 31 Dec 2010 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 3RD QTR 2010 13F-HR 15 Nov 2010 30 Sep 2010 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR HOLDINGS REPORT 18 Aug 2010 30 Jun 2010 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR QTR 1 2010 13F HOLDINGS REPORT 21 May 2010 31 Mar 2010 028-13618
13F-HR Open 13F-HR document View SEC filing for 13F-HR 4TH QTR 13F HOLDINGS REPORT 12 Feb 2010 31 Dec 2009 028-13618

About this filer

Constellation Wealth Advisors, LLC files with the SEC under CIK 0001474208. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.