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Disclosery

Colony Family Offices, LLC: XLC position timeline

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

Colony Family Offices, LLC held 22,650 XLC 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 22,650 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,426,495.

    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 22,650 shares
    Change vs previous 13F +1,923 shares

    0.62% of the 13F portfolio, value $2,510,979.

    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 20,727 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $2,439,982.

    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 20,727 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,453,455.

    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 20,727 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,249,501.

    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 20,727 shares
    Change vs previous 13F +4,343 shares

    0.62% of the 13F portfolio, value $1,999,119.

    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 16,384 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,586,135.

    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 16,384 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,481,114.

    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).