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Swisher Financial Concepts, Inc.: COWZ position timeline

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

Swisher Financial Concepts, Inc. held 25,921 COWZ 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 25,921 shares
    Change vs previous 13F -17,132 shares

    1.02% of the 13F portfolio, value $1,612,307.

    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 43,053 shares
    Change vs previous 13F -528 shares

    1.51% of the 13F portfolio, value $2,693,360.

    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 43,581 shares
    Change vs previous 13F -2,544 shares

    1.49% of the 13F portfolio, value $2,622,251.

    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 46,125 shares
    Change vs previous 13F -25,340 shares

    1.59% of the 13F portfolio, value $2,650,784.

    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 71,465 shares
    Change vs previous 13F -20,306 shares

    2.54% of the 13F portfolio, value $3,937,697.

    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 91,771 shares
    Change vs previous 13F -12,280 shares

    4.15% of the 13F portfolio, value $5,025,369.

    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 104,051 shares
    Change vs previous 13F -86,556 shares

    6.92% of the 13F portfolio, value $5,876,800.

    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 190,607 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $10,953,000.

    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).