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Colony Family Offices, LLC: DFAI position timeline

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

Colony Family Offices, LLC held 229,808 DFAI 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 229,808 shares
    Change vs previous 13F +12,136 shares

    2.08% of the 13F portfolio, value $9,479,588.

    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 217,672 shares
    Change vs previous 13F +9,530 shares

    2.09% of the 13F portfolio, value $8,480,500.

    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 208,142 shares
    Change vs previous 13F +38,248 shares

    1.98% of the 13F portfolio, value $7,932,310.

    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 169,894 shares
    Change vs previous 13F -8,373 shares

    1.6% of the 13F portfolio, value $6,175,654.

    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 178,267 shares
    Change vs previous 13F +56,214 shares

    1.59% of the 13F portfolio, value $6,162,697.

    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 122,053 shares
    Change vs previous 13F -5,042 shares

    1.19% of the 13F portfolio, value $3,811,701.

    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 127,095 shares
    Change vs previous 13F +7,824 shares

    1.17% of the 13F portfolio, value $3,711,180.

    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 119,271 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,790,439.

    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).