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Morling Financial Advisors, LLC: DFAE position timeline

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

Morling Financial Advisors, LLC held 736,803 DFAE 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 736,803 shares
    Change vs previous 13F -32,469 shares

    8.25% of the 13F portfolio, value $29,626,846.

    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 769,272 shares
    Change vs previous 13F +10,145 shares

    8.03% of the 13F portfolio, value $26,047,562.

    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 759,127 shares
    Change vs previous 13F +23,262 shares

    7.8% of the 13F portfolio, value $24,724,779.

    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).

  4. period ended2025-09-30
    13F 735,865 shares
    Change vs previous 13F +8,782 shares

    7.7% of the 13F portfolio, value $23,201,838.

    13F-HR 0001398344-25-020301 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).

  5. period ended2025-06-30
    13F 727,083 shares
    Change vs previous 13F +960 shares

    6.9% of the 13F portfolio, value $21,049,038.

    13F-HR 0001398344-25-014968 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).

  6. period ended2025-03-31
    13F 726,123 shares
    Change vs previous 13F +56,270 shares

    6.48% of the 13F portfolio, value $18,799,334.

    13F-HR 0001398344-25-008787 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).

  7. period ended2024-12-31
    13F 669,853 shares
    Change vs previous 13F +51,806 shares

    5.92% of the 13F portfolio, value $16,994,177.

    13F-HR 0001398344-25-002229 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).

  8. period ended2024-09-30
    13F 618,047 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $16,940,664.

    13F-HR 0001398344-24-019000 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).