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Disclosery

Colony Family Offices, LLC: IJR position timeline

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

Colony Family Offices, LLC held 296,366 IJR 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 296,366 shares
    Change vs previous 13F -6,936 shares

    9.66% of the 13F portfolio, value $43,954,041.

    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 303,302 shares
    Change vs previous 13F +1,485 shares

    9.3% of the 13F portfolio, value $37,703,472.

    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 301,817 shares
    Change vs previous 13F -346 shares

    9.06% of the 13F portfolio, value $36,272,367.

    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 302,163 shares
    Change vs previous 13F -45,230 shares

    9.3% of the 13F portfolio, value $35,906,029.

    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 347,393 shares
    Change vs previous 13F +42,963 shares

    9.82% of the 13F portfolio, value $37,966,581.

    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 304,430 shares
    Change vs previous 13F -14,034 shares

    9.93% of the 13F portfolio, value $31,834,245.

    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 318,464 shares
    Change vs previous 13F +1,866 shares

    11.53% of the 13F portfolio, value $36,693,422.

    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 316,598 shares
    Change vs previous 13F not available

    11.49% of the 13F portfolio, value $37,029,302.

    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).