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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DFIS position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 149,367 DFIS 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 149,367 shares
    Change vs previous 13F -1,642 shares

    1.6% of the 13F portfolio, value $5,232,327.

    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 151,009 shares
    Change vs previous 13F +9,896 shares

    1.73% of the 13F portfolio, value $5,084,477.

    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 141,113 shares
    Change vs previous 13F +8,960 shares

    1.63% of the 13F portfolio, value $4,648,277.

    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 132,153 shares
    Change vs previous 13F +7,497 shares

    1.51% of the 13F portfolio, value $4,179,999.

    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 124,656 shares
    Change vs previous 13F +11,223 shares

    1.48% of the 13F portfolio, value $3,719,735.

    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 113,433 shares
    Change vs previous 13F +12,115 shares

    1.23% of the 13F portfolio, value $2,931,109.

    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 101,318 shares
    Change vs previous 13F +12,315 shares

    1.07% of the 13F portfolio, value $2,487,864.

    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 89,003 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,387,950.

    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).