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Swisher Financial Concepts, Inc.: CGCP position timeline

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

Swisher Financial Concepts, Inc. held 310,986 CGCP 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 310,986 shares
    Change vs previous 13F -11,067 shares

    4.37% of the 13F portfolio, value $6,931,883.

    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 322,053 shares
    Change vs previous 13F +32,017 shares

    4.03% of the 13F portfolio, value $7,194,686.

    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 290,036 shares
    Change vs previous 13F +14,986 shares

    3.73% of the 13F portfolio, value $6,566,435.

    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 275,050 shares
    Change vs previous 13F +16,171 shares

    3.75% of the 13F portfolio, value $6,249,129.

    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 258,879 shares
    Change vs previous 13F +2,610 shares

    3.76% of the 13F portfolio, value $5,824,779.

    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 256,269 shares
    Change vs previous 13F +131,895 shares

    4.75% of the 13F portfolio, value $5,753,234.

    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 124,374 shares
    Change vs previous 13F -67,639 shares

    3.25% of the 13F portfolio, value $2,761,103.

    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 192,013 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,428,000.

    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).