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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: D position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 3,163 D 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 3,163 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $216,001.

    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 3,427 shares
    Change vs previous 13F -44 shares

    0.07% of the 13F portfolio, value $211,857.

    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 3,471 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $203,366.

    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 3,584 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $219,233.

    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).