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Swisher Financial Concepts, Inc.: CGDV position timeline

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

Swisher Financial Concepts, Inc. held 251,460 CGDV 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 251,460 shares
    Change vs previous 13F -24,067 shares

    7.81% of the 13F portfolio, value $12,391,947.

    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 275,527 shares
    Change vs previous 13F +4,668 shares

    6.56% of the 13F portfolio, value $11,720,885.

    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 270,859 shares
    Change vs previous 13F +8,267 shares

    6.71% of the 13F portfolio, value $11,820,250.

    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 262,592 shares
    Change vs previous 13F -30,050 shares

    6.62% of the 13F portfolio, value $11,036,751.

    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 292,642 shares
    Change vs previous 13F -14,946 shares

    7.46% of the 13F portfolio, value $11,556,447.

    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 307,588 shares
    Change vs previous 13F +88,628 shares

    9.06% of the 13F portfolio, value $10,962,439.

    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 218,960 shares
    Change vs previous 13F -193,172 shares

    9.09% of the 13F portfolio, value $7,720,519.

    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 412,132 shares
    Change vs previous 13F not available

    9.36% of the 13F portfolio, value $14,845,000.

    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).