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Disclosery

COLONY GROUP LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLONY GROUP LLC on WM, newest first. How the timeline and the estimate are built.

COLONY GROUP LLC held 9,887 WM shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 9,887 shares
    Change vs previous 13F -881 shares

    0.02% of the 13F portfolio, value $1,507,000.

    13F-HR 0001080628-23-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-06-30
    13F 10,768 shares
    Change vs previous 13F -1,434 shares

    0.03% of the 13F portfolio, value $1,867,000.

    13F-HR 0001080628-23-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-03-31
    13F 12,202 shares
    Change vs previous 13F -16,703 shares

    0.03% of the 13F portfolio, value $1,991,000.

    13F-HR 0001080628-23-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-12-31
    13F 28,905 shares
    Change vs previous 13F +15,584 shares

    0.06% of the 13F portfolio, value $4,535,000.

    13F-HR 0001080628-23-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-09-30
    13F 13,321 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $2,134,000.

    13F-HR 0001080628-22-000008 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-06-30
    13F 13,435 shares
    Change vs previous 13F +145 shares

    0.04% of the 13F portfolio, value $2,055,000.

    13F-HR 0001080628-22-000006 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-03-31
    13F 13,290 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $2,106,000.

    13F-HR 0001080628-22-000004 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-12-31
    13F 13,144 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,194,000.

    13F-HR 0001080628-22-000002 filed by COLONY GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).