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Disclosery

Colony Family Offices, LLC: DFUS position timeline

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

Colony Family Offices, LLC held 1,204,562 DFUS 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 1,204,562 shares
    Change vs previous 13F +46,782 shares

    21.69% of the 13F portfolio, value $98,701,845.

    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 1,157,780 shares
    Change vs previous 13F +22,765 shares

    20.25% of the 13F portfolio, value $82,098,174.

    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 1,135,015 shares
    Change vs previous 13F +52,863 shares

    21.02% of the 13F portfolio, value $84,184,095.

    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 1,082,152 shares
    Change vs previous 13F +52,881 shares

    20.3% of the 13F portfolio, value $78,391,091.

    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 1,029,271 shares
    Change vs previous 13F +68,898 shares

    17.83% of the 13F portfolio, value $68,981,742.

    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 960,373 shares
    Change vs previous 13F -21,954 shares

    18.12% of the 13F portfolio, value $58,083,359.

    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 982,327 shares
    Change vs previous 13F +7,007 shares

    19.67% of the 13F portfolio, value $62,623,346.

    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 975,320 shares
    Change vs previous 13F not available

    18.83% of the 13F portfolio, value $60,664,904.

    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).