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Swisher Financial Concepts, Inc.: FNDF position timeline

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

Swisher Financial Concepts, Inc. held 12,955 FNDF 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 12,955 shares
    Change vs previous 13F -10,563 shares

    0.43% of the 13F portfolio, value $683,528.

    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 23,518 shares
    Change vs previous 13F -398 shares

    0.64% of the 13F portfolio, value $1,150,713.

    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 23,916 shares
    Change vs previous 13F -730 shares

    0.61% of the 13F portfolio, value $1,081,223.

    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 24,646 shares
    Change vs previous 13F -24,482 shares

    0.63% of the 13F portfolio, value $1,058,788.

    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 49,128 shares
    Change vs previous 13F -31,772 shares

    1.27% of the 13F portfolio, value $1,966,099.

    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 80,900 shares
    Change vs previous 13F -62,970 shares

    2.42% of the 13F portfolio, value $2,923,733.

    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 143,870 shares
    Change vs previous 13F -109,012 shares

    5.63% of the 13F portfolio, value $4,777,919.

    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 252,882 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $9,269,000.

    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).