Colony Family Offices, LLC
Q1 2023 13F Holdings
Location
Charlotte, NC
Holdings as of
3/31/2023
Value ($000)
$261,045
Num holdings
95
Date filed
5/9/2023
Form type
13F-HR
Prev filing
2/6/2023
Next filing
7/27/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2 - RESTATEMENT
2021 Q1
2020 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type