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Coordinated Financial Services, Inc.: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coordinated Financial Services, Inc. on FDVV, newest first. How the timeline and the estimate are built.

Coordinated Financial Services, Inc. held 4,220 FDVV shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,220 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $233,113.

    13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).