Morling Financial Advisors, LLC: DFSU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morling Financial Advisors, LLC on DFSU, newest first. How the timeline and the estimate are built.
Morling Financial Advisors, LLC held 40,489 DFSU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 40,489 sharesChange vs previous 13F +1,060 shares
0.53% of the 13F portfolio, value $1,888,002.
13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,429 sharesChange vs previous 13F -757 shares
0.5% of the 13F portfolio, value $1,620,138.
13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,186 sharesChange vs previous 13F -931 shares
0.55% of the 13F portfolio, value $1,745,278.
13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,117 sharesChange vs previous 13F +878 shares
0.58% of the 13F portfolio, value $1,746,346.
13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,239 sharesChange vs previous 13F +1,532 shares
0.52% of the 13F portfolio, value $1,579,381.
13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,707 sharesChange vs previous 13F +10,133 shares
0.48% of the 13F portfolio, value $1,386,098.
13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,574 sharesChange vs previous 13F +2,307 shares
0.38% of the 13F portfolio, value $1,082,955.
13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,267 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $976,607.
13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).