13F Filings History of Coordinated Financial Services, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$173,786,365
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 187 stock holdings with total value $173,786,365 as of Q4 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 Filing Time
Q4 2025 187 $173,786,365 +$18,928,321 -$3,045,931 +$15,882,390 IVV, SPY, VTI, GLD, EFA 13F-HR 09 Feb 2026, 16:17
Q3 2025 159 $155,945,119 +$7,293,441 -$4,616,135 +$2,677,306 IVV, SPY, VTI, GLD, EFA 13F-HR 30 Oct 2025, 19:29
Q2 2025 149 $144,383,685 +$17,674,706 -$8,119,303 +$9,555,403 IVV, SPY, VTI, GLD, EFA 13F-HR 24 Jul 2025, 11:57
Q4 2024 135 $128,220,631 $0 $0 $0 IVV, SPY, VTI, GOVT, VB 13F-HR 07 Feb 2025, 12:00