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Disclosery

Coordinated Financial Services, Inc.: IVV position timeline

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

Coordinated Financial Services, Inc. held 30,527 IVV 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 30,527 shares
    Change vs previous 13F +334 shares

    11.51% of the 13F portfolio, value $19,940,652.

    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 30,193 shares
    Change vs previous 13F +1,540 shares

    11.89% of the 13F portfolio, value $20,680,594.

    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 28,653 shares
    Change vs previous 13F -721 shares

    12.3% of the 13F portfolio, value $19,177,251.

    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 29,374 shares
    Change vs previous 13F -325 shares

    12.63% of the 13F portfolio, value $18,238,032.

    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 29,699 shares
    Change vs previous 13F not available

    13.64% of the 13F portfolio, value $17,483,182.

    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).