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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DFCF position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 46,140 DFCF 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 46,140 shares
    Change vs previous 13F +1,847 shares

    0.6% of the 13F portfolio, value $1,947,582.

    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 44,293 shares
    Change vs previous 13F +4,589 shares

    0.63% of the 13F portfolio, value $1,870,045.

    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 39,704 shares
    Change vs previous 13F +1,207 shares

    0.59% of the 13F portfolio, value $1,689,785.

    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 38,497 shares
    Change vs previous 13F -202 shares

    0.59% of the 13F portfolio, value $1,646,134.

    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 38,699 shares
    Change vs previous 13F -954 shares

    0.65% of the 13F portfolio, value $1,635,404.

    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 39,653 shares
    Change vs previous 13F -2,004 shares

    0.7% of the 13F portfolio, value $1,667,814.

    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 41,657 shares
    Change vs previous 13F -3,082 shares

    0.74% of the 13F portfolio, value $1,719,182.

    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 44,739 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,932,298.

    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).