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Swisher Financial Concepts, Inc.: MSFT position timeline

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

Swisher Financial Concepts, Inc. held 5,881 MSFT 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 5,881 shares
    Change vs previous 13F -4,468 shares

    1.38% of the 13F portfolio, value $2,193,795.

    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 10,349 shares
    Change vs previous 13F +500 shares

    2.14% of the 13F portfolio, value $3,830,384.

    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 9,849 shares
    Change vs previous 13F -356 shares

    2.7% of the 13F portfolio, value $4,763,357.

    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 10,205 shares
    Change vs previous 13F -7 shares

    3.17% of the 13F portfolio, value $5,285,888.

    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 10,212 shares
    Change vs previous 13F -287 shares

    3.28% of the 13F portfolio, value $5,079,401.

    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 10,499 shares
    Change vs previous 13F +2,367 shares

    3.26% of the 13F portfolio, value $3,941,224.

    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 8,132 shares
    Change vs previous 13F -1,695 shares

    4.04% of the 13F portfolio, value $3,427,755.

    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 9,827 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,092,000.

    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).