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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DFAX position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 42,000 DFAX 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 42,000 shares
    Change vs previous 13F +411 shares

    0.47% of the 13F portfolio, value $1,547,280.

    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 41,589 shares
    Change vs previous 13F -45 shares

    0.48% of the 13F portfolio, value $1,412,778.

    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 41,634 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,362,681.

    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 41,634 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,306,475.

    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 41,634 shares
    Change vs previous 13F -175 shares

    0.49% of the 13F portfolio, value $1,222,791.

    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 41,809 shares
    Change vs previous 13F -1,124 shares

    0.46% of the 13F portfolio, value $1,095,396.

    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 42,933 shares
    Change vs previous 13F -25,106 shares

    0.46% of the 13F portfolio, value $1,067,314.

    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 68,039 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,837,733.

    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).