Skip to content
Disclosery

Colony Family Offices, LLC: SPY position timeline

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

Colony Family Offices, LLC held 11,091 SPY 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 11,091 shares
    Change vs previous 13F +920 shares

    1.82% of the 13F portfolio, value $8,303,220.

    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 10,171 shares
    Change vs previous 13F +460 shares

    1.64% of the 13F portfolio, value $6,632,885.

    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 9,711 shares
    Change vs previous 13F +761 shares

    1.66% of the 13F portfolio, value $6,641,375.

    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 8,950 shares
    Change vs previous 13F -3,258 shares

    1.55% of the 13F portfolio, value $5,978,699.

    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 12,208 shares
    Change vs previous 13F +3,761 shares

    1.96% of the 13F portfolio, value $7,564,024.

    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 8,447 shares
    Change vs previous 13F -748 shares

    1.48% of the 13F portfolio, value $4,739,101.

    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 9,195 shares
    Change vs previous 13F +442 shares

    1.7% of the 13F portfolio, value $5,406,876.

    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 8,753 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,037,400.

    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).