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Swisher Financial Concepts, Inc.: CGMS position timeline

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

Swisher Financial Concepts, Inc. held 268,461 CGMS 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 268,461 shares
    Change vs previous 13F -8,996 shares

    4.62% of the 13F portfolio, value $7,337,027.

    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 277,457 shares
    Change vs previous 13F +29,715 shares

    4.23% of the 13F portfolio, value $7,555,123.

    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 247,742 shares
    Change vs previous 13F +12,925 shares

    3.88% of the 13F portfolio, value $6,842,697.

    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 234,817 shares
    Change vs previous 13F +13,944 shares

    3.91% of the 13F portfolio, value $6,516,173.

    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 220,873 shares
    Change vs previous 13F -5,873 shares

    3.94% of the 13F portfolio, value $6,100,519.

    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 226,746 shares
    Change vs previous 13F +128,929 shares

    5.11% of the 13F portfolio, value $6,190,160.

    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 97,817 shares
    Change vs previous 13F -59,144 shares

    3.14% of the 13F portfolio, value $2,668,456.

    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 156,961 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $4,361,000.

    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).