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Disclosery

Morling Financial Advisors, LLC: DFSE position timeline

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

Morling Financial Advisors, LLC held 18,361 DFSE 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 18,361 shares
    Change vs previous 13F -121 shares

    0.25% of the 13F portfolio, value $897,477.

    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 18,482 shares
    Change vs previous 13F -1,694 shares

    0.24% of the 13F portfolio, value $783,077.

    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 20,176 shares
    Change vs previous 13F +166 shares

    0.26% of the 13F portfolio, value $836,900.

    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 20,010 shares
    Change vs previous 13F +50 shares

    0.27% of the 13F portfolio, value $822,211.

    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 19,960 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $759,678.

    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 19,945 shares
    Change vs previous 13F +5,108 shares

    0.23% of the 13F portfolio, value $671,748.

    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 14,837 shares
    Change vs previous 13F +1,368 shares

    0.17% of the 13F portfolio, value $491,569.

    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 13,469 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $477,072.

    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).