Coordinated Financial Services, Inc.: IUSV position timeline

Coordinated Financial Services, Inc. held 6,787 IUSV 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 6,787 shares

   Change vs previous 13F +58 shares

   0.4% of the 13F portfolio, value $693,984.

   13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 6,729 shares

   Change vs previous 13F -224 shares

   0.4% of the 13F portfolio, value $690,015.

   13F-HR 0001986152-26-000017 filed by Coordinated Financial Services, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 6,953 shares

   Change vs previous 13F -92 shares

   0.45% of the 13F portfolio, value $694,909.

   13F-HR 0001986152-25-000095 filed by Coordinated Financial Services, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 7,045 shares

   Change vs previous 13F -119 shares

   0.46% of the 13F portfolio, value $666,698.

   13F-HR 0002055532-25-000001 filed by Coordinated Financial Services, Inc.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 7,164 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $663,287.

   13F-HR 0001986152-25-000023 filed by Coordinated Financial Services, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).