Coordinated Financial Services, Inc.: SUB position timeline

Coordinated Financial Services, Inc. held 2,850 SUB 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 2,850 shares

   Change vs previous 13F +11 shares

   0.18% of the 13F portfolio, value $303,529.

   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 2,839 shares

   Change vs previous 13F +23 shares

   0.17% of the 13F portfolio, value $302,883.

   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 2,816 shares

   Change vs previous 13F +157 shares

   0.19% of the 13F portfolio, value $300,672.

   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 2,659 shares

   Change vs previous 13F +25 shares

   0.2% of the 13F portfolio, value $282,807.

   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 2,634 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $277,830.

   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).