Swisher Financial Concepts, Inc.: PSR position timeline

Swisher Financial Concepts, Inc. held 0 PSR shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,358 shares

   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).

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

2. period ended2025-06-30

   13F 2,358 shares

   Change vs previous 13F -2,192 shares

   0.14% of the 13F portfolio, value $215,327.

   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).

3. period ended2025-03-31

   13F 4,550 shares

   Change vs previous 13F -5,295 shares

   0.35% of the 13F portfolio, value $421,012.

   13F-HR 0002063364-25-000017 filed by Swisher Financial Concepts, Inc.
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 9,845 shares

   Change vs previous 13F -6,781 shares

   1.05% of the 13F portfolio, value $888,900.

   13F-HR 0001947503-25-000002 filed by Swisher Financial Concepts, Inc.
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 16,626 shares

   Change vs previous 13F not available

   1.01% of the 13F portfolio, value $1,602,000.

   13F-HR 0001947503-24-000012 filed by Swisher Financial Concepts, Inc.
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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