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Colony Family Offices, LLC: VB position timeline

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

Colony Family Offices, LLC held 27,432 VB 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 27,432 shares
    Change vs previous 13F -470 shares

    1.83% of the 13F portfolio, value $8,315,188.

    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 27,902 shares
    Change vs previous 13F -1,551 shares

    1.8% of the 13F portfolio, value $7,308,092.

    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 29,453 shares
    Change vs previous 13F -106 shares

    1.9% of the 13F portfolio, value $7,597,401.

    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 29,559 shares
    Change vs previous 13F -675 shares

    1.95% of the 13F portfolio, value $7,540,063.

    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 30,234 shares
    Change vs previous 13F -63 shares

    1.86% of the 13F portfolio, value $7,188,749.

    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 30,297 shares
    Change vs previous 13F -243 shares

    2.1% of the 13F portfolio, value $6,718,360.

    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 30,540 shares
    Change vs previous 13F -2 shares

    2.31% of the 13F portfolio, value $7,338,151.

    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 30,542 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $7,266,391.

    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).