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Disclosery

Colony Family Offices, LLC: DFAS position timeline

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

Colony Family Offices, LLC held 58,286 DFAS 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 58,286 shares
    Change vs previous 13F +7,405 shares

    1.05% of the 13F portfolio, value $4,799,245.

    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 50,881 shares
    Change vs previous 13F +1,235 shares

    0.89% of the 13F portfolio, value $3,619,198.

    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 49,646 shares
    Change vs previous 13F +8,599 shares

    0.86% of the 13F portfolio, value $3,458,855.

    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 41,047 shares
    Change vs previous 13F -3,480 shares

    0.73% of the 13F portfolio, value $2,810,078.

    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 44,527 shares
    Change vs previous 13F +25,088 shares

    0.73% of the 13F portfolio, value $2,836,815.

    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 19,439 shares
    Change vs previous 13F +6,345 shares

    0.36% of the 13F portfolio, value $1,161,480.

    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 13,094 shares
    Change vs previous 13F +494 shares

    0.27% of the 13F portfolio, value $852,158.

    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 12,600 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $817,236.

    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).