Swisher Financial Concepts, Inc. NOBL — PROSHARES TR

Ownership history in Swisher Financial Concepts, Inc.  ·  10 quarters on record

AI Ownership Summary

Swisher Financial Concepts, Inc. reported PROSHARES TR (NOBL) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.65% in 2024 Q2. The latest visible filing shows NOBL at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NOBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Swisher Financial Concepts, Inc.'s position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NOBL was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NOBL stock page Swisher Financial Concepts, Inc. fund profile Swisher Financial Concepts, Inc. full holdings
How Swisher Financial Concepts, Inc. held NOBL — position size vs. price
% of Fund (quarterly)    NOBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6.3% +6.9% ❌ 5,206 -352 -6.3% 0.31% $552K 2026-04-16 $53.57
2025 Q4 REDUCED — — — 5,558 -24 -0.4% 0.33% $578K 2026-02-10 $56.37
2025 Q3 REDUCED 11.9% +2.6% ❌ 5,582 -757 -11.9% 0.34% $575K 2025-10-20 $50.64
2025 Q2 REDUCED — — — 6,339 -138 -2.1% 0.41% $638K 2025-07-16 $49.88
2025 Q1 ADDED — — — 6,477 +3,660 +129.9% 0.55% $662K 2025-04-09 $46.88
2024 Q4 REDUCED 57.1% +3.1% ❌ 2,817 -3,745 -57.1% 0.33% $280K 2025-02-13 $49.33
2024 Q3 REDUCED — — — 6,562 -107 -1.6% 0.44% $691K 2024-11-05 $50.48
2024 Q2 REDUCED — — — 6,669 -20 -0.3% 0.65% $637K 2024-07-22 $47.58
2024 Q1 REDUCED — — — 6,689 -143 -2.1% 0.57% $659K 2024-04-23 $46.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NOBL

As of 2026 Q2 — sorted by position size

Pacific Wealth Strategies Group, Inc. 3Y 7Y 13.43% IAM Advisory, LLC 3Y 8.49% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.6% ROCKLAND TRUST CO 3Y 7Y 3.3% Centurion Wealth Management LLC 3Y 2.07% Cypress Capital, LLC 3Y 7Y 2.05% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.98% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 1.9% Kraft, Davis & Associates, LLC 3Y 1.69% 4WEALTH ADVISORS, INC. 1.18%

FAQ About Swisher Financial Concepts, Inc. and NOBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Swisher Financial Concepts, Inc. reported owning NOBL?

Swisher Financial Concepts, Inc. reported NOBL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NOBL position in Swisher Financial Concepts, Inc.'s portfolio?

The largest reported portfolio weight for NOBL was 0.65% in 2024 Q2.

What is the latest reported NOBL position on this page?

The most recent filing on this page is 2026 Q1, when Swisher Financial Concepts, Inc. reported 5,206 shares, equal to 0.31% of portfolio, with an estimated market value of $552K.

What does the chart on this NOBL ownership page compare?

The chart compares Swisher Financial Concepts, Inc.'s quarterly NOBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Swisher Financial Concepts, Inc. time their NOBL position?

Based on 13F filing dates vs. subsequent NOBL price moves, Swisher Financial Concepts, Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on NOBL relative to SPY over the holding period was -8.7%.

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