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Colony Family Offices, LLC: IEFA position timeline

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

Colony Family Offices, LLC held 652,458 IEFA 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 652,458 shares
    Change vs previous 13F +178 shares

    13.85% of the 13F portfolio, value $63,014,351.

    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 652,280 shares
    Change vs previous 13F +1,353 shares

    14.56% of the 13F portfolio, value $59,050,868.

    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 650,927 shares
    Change vs previous 13F +13,562 shares

    14.54% of the 13F portfolio, value $58,231,890.

    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 637,365 shares
    Change vs previous 13F -84,464 shares

    14.41% of the 13F portfolio, value $55,648,299.

    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 721,829 shares
    Change vs previous 13F +145,160 shares

    15.58% of the 13F portfolio, value $60,258,248.

    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 576,669 shares
    Change vs previous 13F +3,093 shares

    13.61% of the 13F portfolio, value $43,624,976.

    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 573,576 shares
    Change vs previous 13F +2,556 shares

    12.66% of the 13F portfolio, value $40,310,890.

    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 571,020 shares
    Change vs previous 13F not available

    13.83% of the 13F portfolio, value $44,568,076.

    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).