Colony Family Offices, LLC

Business address
4250 Congress Street, Suite 175, Charlotte, NC, 28209
Top securities (13F)
DFUS, IEFA, IJR, VWO, VTEB, DFAE, GUNR, QLTY, VUSB, XLK, VB, VIG, BND, DFAI, SPY, VGSH, VSS, IVV, NVDA, and AAPL
State of incorporation
NC
Fiscal year end
31 December
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Colony Family Offices, LLC has filed 23 SEC EDGAR filings since 08 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-20592
N-PX Open Document Open Filing 22 Aug 2025 30 Jun 2025 028-20592
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-20592
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-20592
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-20592
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-20592
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-20592
13F-HR Open Document Open Filing 02 Aug 2024 30 Jun 2024 028-20592
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-20592
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-20592
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-20592
13F-HR Open Document Open Filing 27 Jul 2023 30 Jun 2023 028-20592
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2023 028-20592
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-20592
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-20592
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-20592
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-20592
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-20592
13F-HR Open Document Open Filing 21 Oct 2021 30 Sep 2021 028-20592
13F-HR/A Open Document Open Filing 01 Sep 2021 30 Jun 2021 028-20592
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-20592
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-20592
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-20592