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Swisher Financial Concepts, Inc.: IYG position timeline

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

Swisher Financial Concepts, Inc. held 462 IYG 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 462 shares
    Change vs previous 13F -2,075 shares

    0.03% of the 13F portfolio, value $41,797.

    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 2,537 shares
    Change vs previous 13F -156 shares

    0.12% of the 13F portfolio, value $210,165.

    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 2,693 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $248,427.

    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 2,693 shares
    Change vs previous 13F -408 shares

    0.14% of the 13F portfolio, value $241,401.

    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 3,101 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $265,446.

    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 3,101 shares
    Change vs previous 13F +3,101 shares

    0.2% of the 13F portfolio, value $243,584.

    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 0 shares
    Change vs previous 13F -4,463 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 4,463 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $313,000.

    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).