Swisher Financial Concepts, Inc.: PM position timeline

Swisher Financial Concepts, Inc. held 20 PM 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 20 shares

   Change vs previous 13F -8,410 shares

   <0.01% of the 13F portfolio, value $3,618.

   13F-HR 0002063364-26-000275 filed by Swisher Financial Concepts, Inc.
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,430 shares

   Change vs previous 13F +59 shares

   0.78% of the 13F portfolio, value $1,393,816.

   13F-HR 0002063364-26-000097 filed by Swisher Financial Concepts, Inc.
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,371 shares

   Change vs previous 13F 0 shares

   0.76% of the 13F portfolio, value $1,342,709.

   13F-HR 0002063364-26-000066 filed by Swisher Financial Concepts, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,371 shares

   Change vs previous 13F 0 shares

   0.81% of the 13F portfolio, value $1,357,776.

   13F-HR 0002063364-25-000234 filed by Swisher Financial Concepts, Inc.
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,371 shares

   Change vs previous 13F not available

   0.98% of the 13F portfolio, value $1,524,610.

   13F-HR 0002063364-25-000145 filed by Swisher Financial Concepts, Inc.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).