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MORRIS FINANCIAL CONCEPTS, INC.: DFGR position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 82,343 DFGR 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 82,343 shares
    Change vs previous 13F +1,505 shares

    0.73% of the 13F portfolio, value $2,385,487.

    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 80,838 shares
    Change vs previous 13F +13,727 shares

    0.73% of the 13F portfolio, value $2,148,680.

    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 67,111 shares
    Change vs previous 13F +6,528 shares

    0.62% of the 13F portfolio, value $1,773,068.

    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 60,583 shares
    Change vs previous 13F +4,747 shares

    0.6% of the 13F portfolio, value $1,654,522.

    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 55,836 shares
    Change vs previous 13F +5,973 shares

    0.59% of the 13F portfolio, value $1,498,080.

    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 49,863 shares
    Change vs previous 13F +1,769 shares

    0.55% of the 13F portfolio, value $1,309,402.

    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 48,094 shares
    Change vs previous 13F +6,734 shares

    0.53% of the 13F portfolio, value $1,228,323.

    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 41,360 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,193,646.

    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).