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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: DISV position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 80,413 DISV 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 80,413 shares
    Change vs previous 13F -2,943 shares

    0.99% of the 13F portfolio, value $3,226,963.

    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 83,356 shares
    Change vs previous 13F +300 shares

    1.12% of the 13F portfolio, value $3,287,562.

    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 83,056 shares
    Change vs previous 13F +2,308 shares

    1.11% of the 13F portfolio, value $3,156,120.

    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 80,748 shares
    Change vs previous 13F +1,197 shares

    1.04% of the 13F portfolio, value $2,881,896.

    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 79,551 shares
    Change vs previous 13F +7,070 shares

    1.04% of the 13F portfolio, value $2,618,023.

    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 72,481 shares
    Change vs previous 13F +3,978 shares

    0.89% of the 13F portfolio, value $2,110,647.

    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 68,503 shares
    Change vs previous 13F +5,319 shares

    0.78% of the 13F portfolio, value $1,820,125.

    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 63,184 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,836,127.

    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).