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MORRIS FINANCIAL CONCEPTS, INC.: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORRIS FINANCIAL CONCEPTS, INC. on AVEM, newest first. How the timeline and the estimate are built.

MORRIS FINANCIAL CONCEPTS, INC. held 8,388 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,388 shares
    Change vs previous 13F -404 shares

    0.25% of the 13F portfolio, value $809,384.

    13F-HR 0001398344-26-012991 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 8,792 shares
    Change vs previous 13F +123 shares

    0.24% of the 13F portfolio, value $708,453.

    13F-HR 0001398344-26-006630 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 8,669 shares
    Change vs previous 13F -271 shares

    0.23% of the 13F portfolio, value $667,699.

    13F-HR 0001398344-26-002499 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 8,940 shares
    Change vs previous 13F -71 shares

    0.24% of the 13F portfolio, value $671,456.

    13F-HR 0001398344-25-019432 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,011 shares
    Change vs previous 13F -165 shares

    0.25% of the 13F portfolio, value $617,589.

    13F-HR 0001398344-25-013883 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,176 shares
    Change vs previous 13F -657 shares

    0.23% of the 13F portfolio, value $552,137.

    13F-HR 0001398344-25-007994 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,833 shares
    Change vs previous 13F -2,635 shares

    0.25% of the 13F portfolio, value $578,064.

    13F-HR 0001398344-25-001394 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 12,468 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $805,450.

    13F-HR 0001398344-24-019632 filed by MORRIS FINANCIAL CONCEPTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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