Skip to content
Disclosery

Coordinated Financial Services, Inc.: ITOT position timeline

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

Coordinated Financial Services, Inc. held 6,258 ITOT 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 6,258 shares
    Change vs previous 13F -4,054 shares

    0.51% of the 13F portfolio, value $891,355.

    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 10,312 shares
    Change vs previous 13F -347 shares

    0.88% of the 13F portfolio, value $1,533,219.

    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 10,659 shares
    Change vs previous 13F +1 shares

    1% of the 13F portfolio, value $1,552,417.

    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 10,658 shares
    Change vs previous 13F -66 shares

    1% of the 13F portfolio, value $1,439,212.

    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 10,724 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,379,305.

    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).