Colony Family Offices, LLC

Q3 2025 13F Holdings

Location
Charlotte, NC
Holdings as of
9/30/2025
Value ($000)
$386,257
Num holdings
68
Date filed
10/24/2025
Form type
13F-HR
Prev filing
7/23/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type