• 13F History

Coordinated Financial Services, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$128M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Coordinated Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coordinated Financial Services, Inc. reported 135 stock holdings with total value $128M as of Q4 2024. Top holdings included IVV, SPY, VTI, GOVT, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 135 $128M $0 $0 IVV, SPY, VTI, GOVT, VB 13F-HR 2/7/2025, 12:00 PM