Coordinated Financial Services, Inc.: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coordinated Financial Services, Inc. on ITA, newest first. How the timeline and the estimate are built.
Coordinated Financial Services, Inc. held 2,015 ITA shares at 2026-03-31 per its 13F-HR filed 2026-05-04.
the latest 13F is the newest step
- period ended2026-03-3113F 2,015 sharesChange vs previous 13F -119 shares
0.25% of the 13F portfolio, value $440,727.
13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,134 sharesChange vs previous 13F +75 shares
0.26% of the 13F portfolio, value $458,169.
13F-HR 0001986152-26-000017 filed by Coordinated Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,059 sharesChange vs previous 13F -2 shares
0.28% of the 13F portfolio, value $430,886.
13F-HR 0001986152-25-000095 filed by Coordinated Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,061 sharesChange vs previous 13F -450 shares
0.27% of the 13F portfolio, value $388,697.
13F-HR 0002055532-25-000001 filed by Coordinated Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,511 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $364,920.
13F-HR 0001986152-25-000023 filed by Coordinated Financial Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).