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Colony Family Offices, LLC: VTEB position timeline

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

Colony Family Offices, LLC held 496,870 VTEB 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 496,870 shares
    Change vs previous 13F +67,246 shares

    5.52% of the 13F portfolio, value $25,131,700.

    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 429,624 shares
    Change vs previous 13F +42,269 shares

    5.29% of the 13F portfolio, value $21,433,956.

    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 387,355 shares
    Change vs previous 13F -41,762 shares

    4.86% of the 13F portfolio, value $19,480,098.

    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 429,117 shares
    Change vs previous 13F +39,562 shares

    5.56% of the 13F portfolio, value $21,485,876.

    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 389,555 shares
    Change vs previous 13F +52,704 shares

    4.94% of the 13F portfolio, value $19,099,869.

    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 336,851 shares
    Change vs previous 13F +43,388 shares

    5.21% of the 13F portfolio, value $16,714,561.

    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 293,463 shares
    Change vs previous 13F +43,999 shares

    4.62% of the 13F portfolio, value $14,711,315.

    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 249,464 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $12,752,600.

    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).