Coordinated Financial Services, Inc.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 173,878
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 182 | 173,878 | 13F-HR | Coordinated Financial Services, Inc. |
| Q3 2025 | 10/31/2025 | 159 | 155,945 | 13F-HR | Coordinated Financial Services, Inc. |
| Q2 2025 | 7/24/2025 | 149 | 144,384 | 13F-HR | Coordinated Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.6 K | 61.9% | 8.912 K | 0 | 8.912 K |
| ETFs | 63.14 K | 36.3% | 7.957 K | 0 | 7.957 K |
| Debt | 2.556 K | 1.5% | 996 | 0 | 996 |
| Other | 505 | 0.3% | 17 | 0 | 17 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
173,878
Holdings
182
QoQ value change ($000)
17,933
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.