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Disclosery

Colony Family Offices, LLC: XLV position timeline

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

Colony Family Offices, LLC held 15,318 XLV 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 15,318 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,430,354.

    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 15,318 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,245,772.

    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 15,318 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,371,226.

    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 15,318 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,131,806.

    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 15,318 shares
    Change vs previous 13F -40 shares

    0.53% of the 13F portfolio, value $2,064,713.

    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 15,358 shares
    Change vs previous 13F +356 shares

    0.7% of the 13F portfolio, value $2,242,422.

    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 15,002 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,063,825.

    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 15,002 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,310,608.

    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).