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Colony Family Offices, LLC: IVV position timeline

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

Colony Family Offices, LLC held 8,377 IVV 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 8,377 shares
    Change vs previous 13F -300 shares

    1.38% of the 13F portfolio, value $6,273,452.

    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 8,677 shares
    Change vs previous 13F +1,055 shares

    1.4% of the 13F portfolio, value $5,667,903.

    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 7,622 shares
    Change vs previous 13F +197 shares

    1.3% of the 13F portfolio, value $5,220,613.

    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 7,425 shares
    Change vs previous 13F -7,164 shares

    1.29% of the 13F portfolio, value $4,969,553.

    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 14,589 shares
    Change vs previous 13F +7,129 shares

    2.34% of the 13F portfolio, value $9,058,310.

    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 7,460 shares
    Change vs previous 13F +714 shares

    1.31% of the 13F portfolio, value $4,191,774.

    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 6,746 shares
    Change vs previous 13F +899 shares

    1.25% of the 13F portfolio, value $3,971,235.

    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 5,847 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,372,667.

    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).