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Colony Family Offices, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colony Family Offices, LLC on DFAE, newest first. How the timeline and the estimate are built.

Colony Family Offices, LLC held 595,810 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 595,810 shares
    Change vs previous 13F -12,639 shares

    5.26% of the 13F portfolio, value $23,957,505.

    13F-HR 0001398344-26-012330 filed by Colony Family Offices, 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 608,449 shares
    Change vs previous 13F +9,359 shares

    5.08% of the 13F portfolio, value $20,602,070.

    13F-HR 0001398344-26-006799 filed by Colony Family Offices, 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 599,090 shares
    Change vs previous 13F +18,790 shares

    4.87% of the 13F portfolio, value $19,512,353.

    13F-HR 0001398344-26-001035 filed by Colony Family Offices, 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 580,300 shares
    Change vs previous 13F -132,689 shares

    4.74% of the 13F portfolio, value $18,296,847.

    13F-HR 0001398344-25-019707 filed by Colony Family Offices, 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 712,989 shares
    Change vs previous 13F +173,452 shares

    5.34% of the 13F portfolio, value $20,641,022.

    13F-HR 0001398344-25-013590 filed by Colony Family Offices, 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 539,537 shares
    Change vs previous 13F +29,283 shares

    4.36% of the 13F portfolio, value $13,968,615.

    13F-HR 0001398344-25-007375 filed by Colony Family Offices, 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 510,254 shares
    Change vs previous 13F +6,292 shares

    4.07% of the 13F portfolio, value $12,945,137.

    13F-HR 0001398344-25-002446 filed by Colony Family Offices, 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 503,962 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $13,813,588.

    13F-HR 0001398344-24-020200 filed by Colony Family Offices, LLC
    Filed (acceptance time not in the bulk data set), ingested

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