Skip to content
Disclosery

Colony Family Offices, LLC: SCHC position timeline

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

Colony Family Offices, LLC held 47,886 SCHC 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 47,886 shares
    Change vs previous 13F -1,858 shares

    0.51% of the 13F portfolio, value $2,304,281.

    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 49,744 shares
    Change vs previous 13F -4,706 shares

    0.57% of the 13F portfolio, value $2,325,046.

    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 54,450 shares
    Change vs previous 13F +4,345 shares

    0.62% of the 13F portfolio, value $2,479,120.

    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 50,105 shares
    Change vs previous 13F -8,195 shares

    0.59% of the 13F portfolio, value $2,280,277.

    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 58,300 shares
    Change vs previous 13F +10,800 shares

    0.64% of the 13F portfolio, value $2,482,996.

    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 47,500 shares
    Change vs previous 13F -250 shares

    0.53% of the 13F portfolio, value $1,704,310.

    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 47,750 shares
    Change vs previous 13F +4,728 shares

    0.52% of the 13F portfolio, value $1,639,267.

    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 43,022 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,657,652.

    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).