Colony Family Offices, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Colony Family Offices, LLC opened 8 positions, added to 10, reduced 26 and sold out of 9.
- Q2 2026: Stock ATO; Country of operation United States; Class COM; Shares before 1,135.
- Q1 2026: Stock TROW; Country of operation United States; Class COM; Shares before 11,206.
- Q4 2024: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 1,640.
- Q4 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633573), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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