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Disclosery

Colony Family Offices, LLC: DFIS position timeline

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

Colony Family Offices, LLC held 62,108 DFIS 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 62,108 shares
    Change vs previous 13F +107 shares

    0.48% of the 13F portfolio, value $2,175,643.

    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 62,001 shares
    Change vs previous 13F +246 shares

    0.51% of the 13F portfolio, value $2,087,574.

    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 61,755 shares
    Change vs previous 13F +10,095 shares

    0.51% of the 13F portfolio, value $2,034,210.

    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 51,660 shares
    Change vs previous 13F +3,975 shares

    0.42% of the 13F portfolio, value $1,634,006.

    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 47,685 shares
    Change vs previous 13F +18,283 shares

    0.37% of the 13F portfolio, value $1,422,920.

    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 29,402 shares
    Change vs previous 13F +1,884 shares

    0.24% of the 13F portfolio, value $759,748.

    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 27,518 shares
    Change vs previous 13F +43 shares

    0.21% of the 13F portfolio, value $675,704.

    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 27,475 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $737,154.

    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).