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Disclosery

Coordinated Financial Services, Inc.: IWM position timeline

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

Coordinated Financial Services, Inc. held 5,379 IWM 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 5,379 shares
    Change vs previous 13F -382 shares

    0.77% of the 13F portfolio, value $1,334,007.

    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 5,761 shares
    Change vs previous 13F +94 shares

    0.82% of the 13F portfolio, value $1,418,110.

    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 5,667 shares
    Change vs previous 13F +37 shares

    0.88% of the 13F portfolio, value $1,371,157.

    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 5,630 shares
    Change vs previous 13F -877 shares

    0.84% of the 13F portfolio, value $1,214,912.

    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 6,507 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,437,795.

    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).