Swisher Financial Concepts, Inc.: SOXX position timeline

Swisher Financial Concepts, Inc. held 348 SOXX 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 348 shares

   Change vs previous 13F -382 shares

   0.14% of the 13F portfolio, value $223,078.

   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 730 shares

   Change vs previous 13F -6 shares

   0.13% of the 13F portfolio, value $239,936.

   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 736 shares

   Change vs previous 13F +736 shares

   0.13% of the 13F portfolio, value $221,624.

   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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,789 shares

   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).

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

5. period ended2024-09-30

   13F 1,789 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $428,000.

   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).