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Disclosery

Colony Family Offices, LLC: XLY position timeline

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

Colony Family Offices, LLC held 21,424 XLY 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 21,424 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,512,607.

    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 21,424 shares
    Change vs previous 13F +250 shares

    0.58% of the 13F portfolio, value $2,334,788.

    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 21,174 shares
    Change vs previous 13F +10,587 shares

    0.63% of the 13F portfolio, value $2,528,387.

    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 10,587 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $2,537,069.

    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 10,587 shares
    Change vs previous 13F -55 shares

    0.59% of the 13F portfolio, value $2,300,873.

    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 10,642 shares
    Change vs previous 13F -749 shares

    0.66% of the 13F portfolio, value $2,101,369.

    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 11,391 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,555,571.

    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 11,391 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,282,415.

    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).