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Colony Family Offices, LLC: QLTY position timeline

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

Colony Family Offices, LLC held 512,289 QLTY 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 512,289 shares
    Change vs previous 13F +25,190 shares

    4.69% of the 13F portfolio, value $21,346,200.

    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 487,099 shares
    Change vs previous 13F +35,746 shares

    4.35% of the 13F portfolio, value $17,652,724.

    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 451,353 shares
    Change vs previous 13F +38,587 shares

    4.33% of the 13F portfolio, value $17,359,050.

    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 412,766 shares
    Change vs previous 13F -98,910 shares

    3.88% of the 13F portfolio, value $14,970,338.

    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 511,676 shares
    Change vs previous 13F -51,813 shares

    4.53% of the 13F portfolio, value $17,530,035.

    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 563,489 shares
    Change vs previous 13F +313,875 shares

    5.5% of the 13F portfolio, value $17,641,883.

    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 249,614 shares
    Change vs previous 13F +30,223 shares

    2.51% of the 13F portfolio, value $7,980,174.

    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 219,391 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $7,167,174.

    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).