Colony Group, LLC
Holdings in CBSH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,043,893 | 77,262 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,913,686 | 33,624 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,260,451 | 21,288 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,255,268 | 21,180 | Shares | Sole | 2025-05-20 |
| 2024-12-31 | $1,252,550 | 21,107 | Shares | Sole | 2025-05-29 |
| 2024-09-30 | $993,018 | 18,431 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,262,726 | 24,958 | Shares | Sole | 2024-08-15 |