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Swisher Financial Concepts, Inc.: CGDG position timeline

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

Swisher Financial Concepts, Inc. held 220,758 CGDG 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 220,758 shares
    Change vs previous 13F -1,641 shares

    5.22% of the 13F portfolio, value $8,280,650.

    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 222,399 shares
    Change vs previous 13F +13,623 shares

    4.47% of the 13F portfolio, value $7,984,110.

    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 208,776 shares
    Change vs previous 13F +13,039 shares

    4.22% of the 13F portfolio, value $7,440,756.

    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 195,737 shares
    Change vs previous 13F +34,891 shares

    4.07% of the 13F portfolio, value $6,782,283.

    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 160,846 shares
    Change vs previous 13F +27,803 shares

    3.49% of the 13F portfolio, value $5,409,260.

    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 133,043 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $4,111,039.

    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).