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Disclosery

Swisher Financial Concepts, Inc.: KO position timeline

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

Swisher Financial Concepts, Inc. held 671 KO 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 671 shares
    Change vs previous 13F -3,021 shares

    0.03% of the 13F portfolio, value $54,532.

    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 3,692 shares
    Change vs previous 13F +112 shares

    0.16% of the 13F portfolio, value $280,764.

    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 3,580 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $250,267.

    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 3,552 shares
    Change vs previous 13F +13 shares

    0.14% of the 13F portfolio, value $235,578.

    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 3,539 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $250,389.

    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 3,526 shares
    Change vs previous 13F -166 shares

    0.21% of the 13F portfolio, value $252,532.

    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 3,692 shares
    Change vs previous 13F -206 shares

    0.27% of the 13F portfolio, value $229,864.

    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 3,898 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $274,000.

    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).