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Colony Family Offices, LLC: VGSH position timeline

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

Colony Family Offices, LLC held 58,174 VGSH 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 58,174 shares
    Change vs previous 13F -34,596 shares

    0.74% of the 13F portfolio, value $3,385,727.

    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 92,770 shares
    Change vs previous 13F -1,545 shares

    1.34% of the 13F portfolio, value $5,430,756.

    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 94,315 shares
    Change vs previous 13F -3,749 shares

    1.38% of the 13F portfolio, value $5,539,120.

    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 98,064 shares
    Change vs previous 13F -15,488 shares

    1.49% of the 13F portfolio, value $5,771,066.

    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 113,552 shares
    Change vs previous 13F -9,022 shares

    1.73% of the 13F portfolio, value $6,674,587.

    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 122,574 shares
    Change vs previous 13F -7,097 shares

    2.24% of the 13F portfolio, value $7,193,868.

    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 129,671 shares
    Change vs previous 13F -15,547 shares

    2.37% of the 13F portfolio, value $7,544,259.

    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 145,218 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $8,570,766.

    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).