Skip to content
Disclosery

Coordinated Financial Services, Inc.: SPY position timeline

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

Coordinated Financial Services, Inc. held 8,431 SPY 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 8,431 shares
    Change vs previous 13F -101 shares

    3.16% of the 13F portfolio, value $5,482,960.

    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 8,532 shares
    Change vs previous 13F -109 shares

    3.36% of the 13F portfolio, value $5,844,721.

    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 8,641 shares
    Change vs previous 13F -552 shares

    3.69% of the 13F portfolio, value $5,756,444.

    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 9,193 shares
    Change vs previous 13F -242 shares

    3.93% of the 13F portfolio, value $5,679,875.

    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 9,435 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $5,529,844.

    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).