Coordinated Financial Services, Inc.: TLT position timeline

Coordinated Financial Services, Inc. held 4,598 TLT 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 4,598 shares

   Change vs previous 13F +201 shares

   0.23% of the 13F portfolio, value $398,589.

   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 4,397 shares

   Change vs previous 13F +802 shares

   0.22% of the 13F portfolio, value $383,234.

   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 3,595 shares

   Change vs previous 13F -48 shares

   0.21% of the 13F portfolio, value $321,281.

   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 3,643 shares

   Change vs previous 13F -705 shares

   0.22% of the 13F portfolio, value $321,537.

   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 4,348 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $379,711.

   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).