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Disclosery

Coordinated Financial Services, Inc.: IBIT position timeline

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

Coordinated Financial Services, Inc. held 9,585 IBIT 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 9,585 shares
    Change vs previous 13F -870 shares

    0.21% of the 13F portfolio, value $368,256.

    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 §4.2).

  2. period ended2025-12-31
    13F 10,455 shares
    Change vs previous 13F +525 shares

    0.3% of the 13F portfolio, value $519,091.

    13F-HR 0001986152-26-000017 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 §4.2).

  3. period ended2025-09-30
    13F 9,930 shares
    Change vs previous 13F +150 shares

    0.41% of the 13F portfolio, value $645,450.

    13F-HR 0001986152-25-000095 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 §4.2).

  4. period ended2025-06-30
    13F 9,780 shares
    Change vs previous 13F +3,774 shares

    0.41% of the 13F portfolio, value $598,634.

    13F-HR 0002055532-25-000001 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 §4.2).

  5. period ended2024-12-31
    13F 6,006 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $318,618.

    13F-HR 0001986152-25-000023 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 §4.2).