Skip to content
Disclosery

BOSTON FAMILY OFFICE LLC: GIS position timeline

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

BOSTON FAMILY OFFICE LLC held 57,406 GIS 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 57,406 shares
    Change vs previous 13F -6,260 shares

    0.12% of the 13F portfolio, value $1,998,000.

    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 63,666 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,370,000.

    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 63,666 shares
    Change vs previous 13F -1,800 shares

    0.19% of the 13F portfolio, value $2,960,000.

    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 65,466 shares
    Change vs previous 13F -235 shares

    0.21% of the 13F portfolio, value $3,301,000.

    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 65,701 shares
    Change vs previous 13F -1,350 shares

    0.23% of the 13F portfolio, value $3,404,000.

    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 67,051 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,009,000.

    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 67,051 shares
    Change vs previous 13F -250 shares

    0.29% of the 13F portfolio, value $4,276,000.

    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 67,301 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,970,000.

    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).