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Swisher Financial Concepts, Inc.: CGGR position timeline

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

Swisher Financial Concepts, Inc. held 180,904 CGGR 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 180,904 shares
    Change vs previous 13F -8,023 shares

    5.38% of the 13F portfolio, value $8,538,671.

    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 188,927 shares
    Change vs previous 13F -1,005 shares

    4.25% of the 13F portfolio, value $7,593,010.

    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 189,932 shares
    Change vs previous 13F +8,881 shares

    4.8% of the 13F portfolio, value $8,446,318.

    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 181,051 shares
    Change vs previous 13F +13,340 shares

    4.77% of the 13F portfolio, value $7,951,767.

    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 167,711 shares
    Change vs previous 13F +22,409 shares

    4.4% of the 13F portfolio, value $6,817,462.

    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 145,302 shares
    Change vs previous 13F +137,429 shares

    4.11% of the 13F portfolio, value $4,976,602.

    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 7,873 shares
    Change vs previous 13F -9,108 shares

    0.34% of the 13F portfolio, value $292,658.

    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 16,981 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $584,000.

    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).