13F Filings History of Coordinated Financial Services, Inc./CO

Latest 13F report
Q1 2025 - 16 May 2025
Value $
$130,513,991
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Coordinated Financial Services, Inc./CO. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coordinated Financial Services, Inc./CO reported 137 stock holdings with total value $130,513,991 as of Q1 2025. Top holdings included IVV, SPY, VTI, GOVT, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 137 $130,513,991 $0 $0 $0 IVV, SPY, VTI, GOVT, GLD 13F-HR 16 May 2025, 11:57
Q2 2024 129 $116,822,097 +$6,026,988 -$4,612,877 +$1,414,111 IVV, SPY, VTI, QQQ, SCHD 13F-HR 22 Jul 2024, 12:29
Q1 2024 132 $114,547,134 $0 $0 $0 IVV, SPY, VTI, QQQ, SCHD 13F-HR 10 May 2024, 13:42