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Swisher Financial Concepts, Inc.: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swisher Financial Concepts, Inc. on BIV, newest first. How the timeline and the estimate are built.

Swisher Financial Concepts, Inc. held 929 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 929 shares
    Change vs previous 13F -4,317 shares

    0.04% of the 13F portfolio, value $71,285.

    13F-HR 0002063364-26-000275 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,246 shares
    Change vs previous 13F -403 shares

    0.23% of the 13F portfolio, value $404,886.

    13F-HR 0002063364-26-000097 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,649 shares
    Change vs previous 13F +1,038 shares

    0.25% of the 13F portfolio, value $439,976.

    13F-HR 0002063364-26-000066 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,611 shares
    Change vs previous 13F +1,185 shares

    0.22% of the 13F portfolio, value $360,104.

    13F-HR 0002063364-25-000234 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,426 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $264,974.

    13F-HR 0002063364-25-000145 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,406 shares
    Change vs previous 13F +144 shares

    0.22% of the 13F portfolio, value $260,800.

    13F-HR 0002063364-25-000017 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,262 shares
    Change vs previous 13F -1,177 shares

    0.29% of the 13F portfolio, value $243,750.

    13F-HR 0001947503-25-000002 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,439 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $346,000.

    13F-HR 0001947503-24-000012 filed by Swisher Financial Concepts, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).