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Disclosery

Colony Family Offices, LLC: VUSB position timeline

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

Colony Family Offices, LLC held 257,677 VUSB 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 257,677 shares
    Change vs previous 13F +21,095 shares

    2.82% of the 13F portfolio, value $12,827,181.

    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 236,582 shares
    Change vs previous 13F -13,110 shares

    2.9% of the 13F portfolio, value $11,778,255.

    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 249,692 shares
    Change vs previous 13F +18,061 shares

    3.11% of the 13F portfolio, value $12,444,641.

    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 231,631 shares
    Change vs previous 13F -32,369 shares

    3% of the 13F portfolio, value $11,580,412.

    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 264,000 shares
    Change vs previous 13F -38,379 shares

    3.4% of the 13F portfolio, value $13,164,380.

    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 302,379 shares
    Change vs previous 13F -9,920 shares

    4.7% of the 13F portfolio, value $15,075,125.

    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 312,299 shares
    Change vs previous 13F -50,712 shares

    4.87% of the 13F portfolio, value $15,496,296.

    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 363,011 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $18,128,769.

    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).