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Colony Family Offices, LLC

Family Office
CIK
1633573
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

10 positions · $15,330,067 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in OPK

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $16,791 14,729
2025-12-31 $18,558 14,729
2025-09-30 $22,829 14,729
2025-06-30 $19,442 14,729
2025-03-31 $24,450 14,729
2024-12-31 $21,651 14,729
2024-09-30 $21,946 14,729
2024-06-30 $18,411 14,729
2024-03-31 $17,674 14,729
2023-12-31 $22,240 14,729
2023-09-30 $23,566 14,729
2023-06-30 $31,961 14,729
2023-03-31 $21,504 14,729
2022-12-31 $18,411 14,729
2022-09-30 $27,837 14,729
2022-06-30 $37,264 14,729
2022-03-31 $50,667 14,729
2021-12-31 $70,846 14,729
2021-09-30 $53,760 14,729