MORRIS FINANCIAL CONCEPTS, INC.: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORRIS FINANCIAL CONCEPTS, INC. on EFA, newest first. How the timeline and the estimate are built.
MORRIS FINANCIAL CONCEPTS, INC. held 27,293 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 27,293 sharesChange vs previous 13F -1,212 shares
0.87% of the 13F portfolio, value $2,835,244.
13F-HR 0001398344-26-012991 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,505 sharesChange vs previous 13F -1,708 shares
0.94% of the 13F portfolio, value $2,768,735.
13F-HR 0001398344-26-006630 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,213 sharesChange vs previous 13F +29 shares
1.02% of the 13F portfolio, value $2,901,398.
13F-HR 0001398344-26-002499 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,184 sharesChange vs previous 13F +3,651 shares
1.02% of the 13F portfolio, value $2,818,322.
13F-HR 0001398344-25-019432 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,533 sharesChange vs previous 13F -944 shares
0.94% of the 13F portfolio, value $2,371,825.
13F-HR 0001398344-25-013883 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,477 sharesChange vs previous 13F +3,634 shares
0.94% of the 13F portfolio, value $2,245,732.
13F-HR 0001398344-25-007994 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,843 sharesChange vs previous 13F +2,763 shares
0.77% of the 13F portfolio, value $1,802,803.
13F-HR 0001398344-25-001394 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,080 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $1,762,958.
13F-HR 0001398344-24-019632 filed by MORRIS FINANCIAL CONCEPTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).