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Disclosery

Coordinated Financial Services, Inc.: SCHB position timeline

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

Coordinated Financial Services, Inc. held 13,375 SCHB 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 13,375 shares
    Change vs previous 13F +1,337 shares

    0.19% of the 13F portfolio, value $335,718.

    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 12,038 shares
    Change vs previous 13F +3,414 shares

    0.18% of the 13F portfolio, value $315,745.

    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 8,624 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $221,730.

    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 8,612 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $205,223.

    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).