Skip to content
Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: CRM position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 0 CRM shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -667 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 667 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $222,998.

    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).