Swisher Financial Concepts, Inc.: VXUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swisher Financial Concepts, Inc. on VXUS, newest first. How the timeline and the estimate are built.
Swisher Financial Concepts, Inc. held 188,279 VXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 188,279 sharesChange vs previous 13F -1,976 shares
10.14% of the 13F portfolio, value $16,095,968.
13F-HR 0002063364-26-000275 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 190,255 sharesChange vs previous 13F +8,214 shares
8.21% of the 13F portfolio, value $14,670,604.
13F-HR 0002063364-26-000097 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 182,041 sharesChange vs previous 13F +8,394 shares
7.8% of the 13F portfolio, value $13,733,192.
13F-HR 0002063364-26-000066 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 173,647 sharesChange vs previous 13F +26,137 shares
7.65% of the 13F portfolio, value $12,756,086.
13F-HR 0002063364-25-000234 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 147,510 sharesChange vs previous 13F +15,230 shares
6.58% of the 13F portfolio, value $10,191,452.
13F-HR 0002063364-25-000145 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 132,280 sharesChange vs previous 13F +132,280 shares
6.79% of the 13F portfolio, value $8,214,607.
13F-HR 0002063364-25-000017 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -19,498 shares
13F-HR 0001947503-25-000002 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 19,498 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $1,220,000.
13F-HR 0001947503-24-000012 filed by Swisher Financial Concepts, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).