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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DFAE position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 79,816 DFAE 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 79,816 shares
    Change vs previous 13F +6,256 shares

    0.98% of the 13F portfolio, value $3,209,386.

    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 73,560 shares
    Change vs previous 13F +16,182 shares

    0.85% of the 13F portfolio, value $2,490,734.

    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 57,378 shares
    Change vs previous 13F +6,281 shares

    0.65% of the 13F portfolio, value $1,868,796.

    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 51,097 shares
    Change vs previous 13F +6,287 shares

    0.58% of the 13F portfolio, value $1,611,088.

    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 44,810 shares
    Change vs previous 13F +13,295 shares

    0.51% of the 13F portfolio, value $1,297,250.

    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 31,515 shares
    Change vs previous 13F +16,016 shares

    0.34% of the 13F portfolio, value $815,923.

    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 15,499 shares
    Change vs previous 13F +8,536 shares

    0.17% of the 13F portfolio, value $393,210.

    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 6,963 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $190,856.

    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).