Coordinated Financial Services, Inc./CO SEC EDGAR Filings (CIK 0002022906)

SEC EDGAR filings, ownership reports, and insider transactions for Coordinated Financial Services, Inc./CO.

Business address
4643 S. Ulster St.,, Ste, 960, Denver, CO, 80237
Top securities (13F)
IVV, SPY, VTI, GOVT, GLD, SCHD, VB, JCPB, EFA, HELO, AAPL, VYM, LQD, BRKB, MBB, VXUS, QQQ, JEPI, V, and MSFT
State of incorporation
CO
Fiscal year end
31 December
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Coordinated Financial Services, Inc./CO has filed 4 SEC EDGAR filings since 10 May 2024

Latest Filings

Recent SEC filings for Coordinated Financial Services, Inc./CO including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2025 31 Mar 2025 028-24124
N-PX Open N-PX document View SEC filing for N-PX 22 Jul 2024 30 Jun 2024 028-24124
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2024 30 Jun 2024 028-24124
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2024 31 Mar 2024 028-24124

About this filer

Coordinated Financial Services, Inc./CO files with the SEC under CIK 0002022906. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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