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Swisher Financial Concepts, Inc.: VIGI position timeline

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

Swisher Financial Concepts, Inc. held 3,056 VIGI 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 3,056 shares
    Change vs previous 13F -3,642 shares

    0.18% of the 13F portfolio, value $285,369.

    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 6,698 shares
    Change vs previous 13F -832 shares

    0.33% of the 13F portfolio, value $592,476.

    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 7,530 shares
    Change vs previous 13F -71 shares

    0.39% of the 13F portfolio, value $688,617.

    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 7,601 shares
    Change vs previous 13F -3,689 shares

    0.41% of the 13F portfolio, value $680,799.

    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 11,290 shares
    Change vs previous 13F -3,899 shares

    0.66% of the 13F portfolio, value $1,017,446.

    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 15,189 shares
    Change vs previous 13F -7,792 shares

    1.04% of the 13F portfolio, value $1,259,813.

    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 22,981 shares
    Change vs previous 13F -77,666 shares

    2.16% of the 13F portfolio, value $1,838,223.

    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 100,647 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $8,396,000.

    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).