Skip to content
Disclosery

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

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

Coordinated Financial Services, Inc./CO held 25,700 SOFI 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 25,700 shares
    Change vs previous 13F +1,800 shares

    0.23% of the 13F portfolio, value $298,891.

    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 23,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $157,979.

    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 23,900 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $174,470.

    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).