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Disclosery

Coordinated Financial Services, Inc./CO: SCHW position timeline

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

Coordinated Financial Services, Inc./CO held 3,497 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,497 shares
    Change vs previous 13F -1,511 shares

    0.21% of the 13F portfolio, value $273,757.

    13F-HR 0001986152-25-000044 filed by Coordinated Financial Services, Inc./CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 5,008 shares
    Change vs previous 13F -95 shares

    0.32% of the 13F portfolio, value $369,063.

    13F-HR 0001986152-24-000031 filed by Coordinated Financial Services, Inc./CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 5,103 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $369,120.

    13F-HR 0001986152-24-000018 filed by Coordinated Financial Services, Inc./CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).