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Disclosery

Swisher Financial Concepts, Inc.: R position timeline

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

Swisher Financial Concepts, Inc. held 377 R 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 377 shares
    Change vs previous 13F -604 shares

    0.06% of the 13F portfolio, value $99,567.

    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 981 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $200,955.

    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).