Colony Family Offices, LLC

Q1 2026 13F Holdings

Location
Charlotte, NC
Holdings as of
3/31/2026
Value ($000)
$405,507
Num holdings
62
Date filed
4/21/2026
Form type
13F-HR
Prev filing
1/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type