13F Filings History of Coordinated Financial Services, Inc.

Latest 13F report
Q3 2025 - Oct 31, 2025
Value $
$156M
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.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coordinated Financial Services, Inc. reported 159 stock holdings with total value $156M as of Q3 2025. Top holdings included IVV, SPY, VTI, GLD, and EFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 159 $156M +$7.29M -$4.62M +$2.68M IVV, SPY, VTI, GLD, EFA 13F-HR 10/30/2025, 07:29 PM
Q2 2025 149 $144M +$17.7M -$8.12M +$9.56M IVV, SPY, VTI, GLD, EFA 13F-HR 7/24/2025, 11:57 AM
Q4 2024 135 $128M $0 $0 IVV, SPY, VTI, GOVT, VB 13F-HR 2/7/2025, 12:00 PM