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Swisher Financial Concepts, Inc.: CGIC position timeline

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

Swisher Financial Concepts, Inc. held 136,445 CGIC 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 136,445 shares
    Change vs previous 13F +847 shares

    3.13% of the 13F portfolio, value $4,965,232.

    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 135,598 shares
    Change vs previous 13F +103,367 shares

    2.51% of the 13F portfolio, value $4,489,636.

    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 32,231 shares
    Change vs previous 13F -459 shares

    0.59% of the 13F portfolio, value $1,047,504.

    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 32,690 shares
    Change vs previous 13F -2,695 shares

    0.6% of the 13F portfolio, value $1,007,183.

    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 35,385 shares
    Change vs previous 13F -4,300 shares

    0.66% of the 13F portfolio, value $1,030,071.

    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 39,685 shares
    Change vs previous 13F +31,196 shares

    0.85% of the 13F portfolio, value $1,031,009.

    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 8,489 shares
    Change vs previous 13F -11,959 shares

    0.24% of the 13F portfolio, value $204,123.

    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 20,448 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $527,000.

    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).