Skip to content
Disclosery

Coordinated Financial Services, Inc.: VB position timeline

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

Coordinated Financial Services, Inc. held 12,684 VB 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 12,684 shares
    Change vs previous 13F +165 shares

    1.92% of the 13F portfolio, value $3,322,184.

    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 12,519 shares
    Change vs previous 13F +275 shares

    1.86% of the 13F portfolio, value $3,229,377.

    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 12,244 shares
    Change vs previous 13F +70 shares

    2% of the 13F portfolio, value $3,113,363.

    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 12,174 shares
    Change vs previous 13F +373 shares

    2% of the 13F portfolio, value $2,884,911.

    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 11,801 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $2,835,537.

    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).