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Swisher Financial Concepts, Inc.: XMMO position timeline

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

Swisher Financial Concepts, Inc. held 2,709 XMMO 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 2,709 shares
    Change vs previous 13F -1,192 shares

    0.29% of the 13F portfolio, value $460,930.

    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 3,901 shares
    Change vs previous 13F +216 shares

    0.32% of the 13F portfolio, value $565,698.

    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 3,685 shares
    Change vs previous 13F +125 shares

    0.29% of the 13F portfolio, value $510,164.

    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 3,560 shares
    Change vs previous 13F -2,432 shares

    0.29% of the 13F portfolio, value $481,484.

    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 5,992 shares
    Change vs previous 13F +814 shares

    0.5% of the 13F portfolio, value $770,802.

    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 5,178 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $589,073.

    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).