SEC Form 13F · Q1 2026

Coordinated Financial Services, Inc.

Institutional Holdings Report

13F-HRCO
$173.3M
Portfolio Value
176
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Coordinated Financial Services, Inc.
CIK
2055532
Accession No.
0001986152-26-000055
Location
DENVER, CO
Form Type
13F-HR
Portfolio Value
$173.3M
Holdings Reported
176
Reporting Period
Q1 2026
Filed
May 4, 2026

About this Filing

Coordinated Financial Services, Inc. is an institutional investment manager based in DENVER, CO reporting approximately $173.3M in 13(f) securities across 176 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.