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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DFLV position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 124,011 DFLV 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 124,011 shares
    Change vs previous 13F +4,543 shares

    1.5% of the 13F portfolio, value $4,903,386.

    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 119,468 shares
    Change vs previous 13F +32,834 shares

    1.45% of the 13F portfolio, value $4,266,187.

    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 86,634 shares
    Change vs previous 13F +6,337 shares

    1.04% of the 13F portfolio, value $2,963,762.

    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 80,297 shares
    Change vs previous 13F +13,645 shares

    0.95% of the 13F portfolio, value $2,641,771.

    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 66,652 shares
    Change vs previous 13F +7,573 shares

    0.82% of the 13F portfolio, value $2,067,545.

    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 59,079 shares
    Change vs previous 13F +6,178 shares

    0.76% of the 13F portfolio, value $1,806,045.

    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 52,901 shares
    Change vs previous 13F +3,322 shares

    0.68% of the 13F portfolio, value $1,588,617.

    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 49,579 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,527,529.

    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).