Coordinated Financial Services, Inc.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,289
- Description
- —
- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 176 | 174,289 | 13F-HR | Coordinated Financial Services, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.024 K
(0.6% of total reported value)
· QoQ Δ:
+1.024 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.18 K | 22.6% | 0 | 68.44 K | -68.44 K |
| ETFs | 130.8 K | 75.5% | 67.64 K | 0 | 67.64 K |
| Debt | 3.303 K | 1.9% | 747 | 0 | 747 |
| Other | 0 | 0.0% | 0 | 505 | -505 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
174,289
Holdings
176
QoQ value change ($000)
411
(0.2%)
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.