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Disclosery

BOSTON FAMILY OFFICE LLC: ATR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON FAMILY OFFICE LLC on ATR, newest first. How the timeline and the estimate are built.

BOSTON FAMILY OFFICE LLC held 101,119 ATR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,119 shares
    Change vs previous 13F -48,853 shares

    0.77% of the 13F portfolio, value $12,660,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,972 shares
    Change vs previous 13F -7,647 shares

    1.26% of the 13F portfolio, value $18,899,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 157,619 shares
    Change vs previous 13F -1,666 shares

    1.22% of the 13F portfolio, value $19,223,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 159,285 shares
    Change vs previous 13F -3,853 shares

    1.36% of the 13F portfolio, value $21,289,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 163,138 shares
    Change vs previous 13F -3,390 shares

    1.69% of the 13F portfolio, value $25,519,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 166,528 shares
    Change vs previous 13F -5,924 shares

    1.75% of the 13F portfolio, value $24,709,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 172,452 shares
    Change vs previous 13F -2,119 shares

    1.86% of the 13F portfolio, value $27,092,000.

    13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 174,571 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $27,965,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).