Skip to content

Morling Financial Advisors, LLC: BIZD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on BIZD, newest first. How the timeline and the estimate are built.

Morling Financial Advisors, LLC held 19,421 BIZD 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 19,421 shares
    Change vs previous 13F +721 shares

    0.07% of the 13F portfolio, value $245,874.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, LLC
    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 18,700 shares
    Change vs previous 13F -10,000 shares

    0.07% of the 13F portfolio, value $239,360.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, LLC
    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 28,700 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $406,966.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).