| Due Diligence for Asset Managers |
|---|
|
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
|
⚲
|
| Keyboard |
| Choiceone Financial Services Inc | |
|---|---|
| Ticker | COFS |
| CIK # | 0000803164 |
| CUSIP | 170386106 |
| Sector | Finance - State Commercial Banks |
| Address | 109 E Division PO Box 186, Sparta, MI 49345-0186 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Choiceone Financial Services Inc | 2021-09-10 | 32.5 M | Exemption: 506(b) · Minimum: $1,000 · Duration: One year or less · Commission: $617,500 · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000803164] | 10-K | |
| [0000803164] | 10-Q | |
| [0000803164] | 3 | |
| [0000803164] | 4 | |
| [0000803164] | 8-K | |
| [0000803164] | D | |
| [0000803164] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Vanguard Group Inc | Choiceone Financial Services Inc | [2025-07-29] | 0.0 |
| BlackRock Inc | Choiceone Financial Services Inc | [2025-07-17] | 0.0 |
| Fourthstone LLC | Choiceone Financial Services Inc | [2025-02-14] | 0.0 |
| BlackRock Inc | Choiceone Financial Services Inc | [2024-11-08] | 5.5 |
| BlackRock Inc | Choiceone Financial Services Inc | [2024-10-24] | 5.5 |
| BlackRock Inc | Choiceone Financial Services Inc | [2024-01-31] | 5.4 |
| BlackRock Inc | Choiceone Financial Services Inc | [2021-02-02] | 5.1 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Greenland Adom
Common Stock
|
2026-03-12 | Buy | 500 | $27.40 | 13,700 |
|
Burrough Eric E
Common Stock
|
2026-03-11 | Buy | 5,000 | $27.50 | 137,500 |
|
McConnell Gregory A
Common Stock
|
2026-03-06 | Buy | 1,050 | $27.94 | 29,337 |
|
McGinnis Bradley F
Common Stock
|
2026-03-03 | Buy | 1,000 | $29.15 | 29,150 |
|
Burke Michael J Jr
Common Stock
|
2026-02-27 | Buy | 250 | $28.58 | 7,145 |
|
McConnell Gregory A
Common Stock
|
2026-02-13 | Buy | 550 | $29.10 | 16,005 |
|
McConnell Gregory A
Common Stock
|
2026-02-13 | Buy | 1,000 | $29.00 | 29,000 |
|
Petty Brian P
Common Stock
|
2026-02-11 | Sell | 15,000 | $29.56 | 443,400 |
|
Krause Steven Theodore
Common Stock
|
2026-02-09 | Gift | 625 | $0.00 | |
|
Krause Steven Theodore
Common Stock
|
2026-02-09 | Gift | 625 | $0.00 | |
|
Krause Steven Theodore
Common Stock
|
2026-02-09 | Gift | 625 | $0.00 | |
|
Krause Steven Theodore
Common Stock
|
2026-02-09 | Gift | 625 | $0.00 | |
|
Krause Steven Theodore
Common Stock
|
2026-02-09 | Gift | 3,125 | $0.00 | |
|
Armock Greg L
Common Stock
|
2026-01-01 | Grant | 648 | $29.52 | 19,129 |
|
Burns Harold J
Common Stock
|
2026-01-01 | Grant | 614 | $29.52 | 18,125 |
|
Coulter Curt E
Common Stock
|
2026-01-01 | Grant | 232 | $29.52 | 6,849 |
|
Wendling Michelle M
Common Stock
|
2026-01-01 | Grant | 233 | $29.52 | 6,878 |
|
Hicks Randy D
Common Stock
|
2026-01-01 | Grant | 563 | $29.52 | 16,620 |
|
Krause Steven Theodore
Common Stock
|
2026-01-01 | Grant | 564 | $29.52 | 16,649 |
|
Burrough Eric E
Common Stock
|
2026-01-01 | Grant | 564 | $29.52 | 16,649 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 119 | 6,798,993 |
| 2025-12-31 | 109 | 6,092,911 |
| 2025-09-30 | 102 | 6,552,773 |
| 2025-06-30 | 94 | 6,236,306 |
| 2025-03-31 | 91 | 5,369,997 |
| 2024-12-31 | 80 | 3,281,824 |
| 2024-09-30 | 72 | 3,022,009 |
| 2024-06-30 | 56 | 1,545,408 |
| 2024-03-31 | 54 | 1,608,049 |
| 2023-12-31 | 54 | 1,533,814 |
| 2023-09-30 | 49 | 1,315,896 |
| 2023-06-30 | 46 | 1,329,431 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Shakespeare Wealth Management Inc | [2026-06-30] | SOLE | 0 | 27,198 |
| HBW Advisory Services LLC | [2026-06-30] | SOLE | 0 | 24,779 |
| Gradient Investments LLC | [2026-06-30] | SOLE | 0 | 9,318 |
| Sequoia Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 7,122 |
| Trust Co | [2026-06-30] | SOLE | 675 | 675 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 602 | 602 |
| Spire Wealth Management | [2026-06-30] | SOLE | 0 | 205 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 195 | 195 |
| Gamma Investing LLC | [2026-06-30] | DFND | 126 | 126 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 45 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 32 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 21 | 21 |
| Corecap Advisors LLC | [2026-06-30] | SOLE | 0 | 8 | Prev | Page 1 | Next |