Coordinated Financial Services, Inc./CO

13F Filings History

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$117M
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 129 stock holdings with total value $117M as of Q2 2024. Top holdings included IVV, SPY, VTI, QQQ, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 129 $117M +$6.03M -$4.61M +$1.41M IVV, SPY, VTI, QQQ, SCHD 13F-HR 7/22/2024, 12:29 PM
Q1 2024 132 $115M $0 $0 IVV, SPY, VTI, QQQ, SCHD 13F-HR 5/10/2024, 01:42 PM