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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: IEMG position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 24,455 IEMG 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 24,455 shares
    Change vs previous 13F -373 shares

    0.62% of the 13F portfolio, value $2,025,884.

    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 24,828 shares
    Change vs previous 13F +1,779 shares

    0.59% of the 13F portfolio, value $1,731,774.

    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 23,049 shares
    Change vs previous 13F +123 shares

    0.54% of the 13F portfolio, value $1,549,374.

    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 22,926 shares
    Change vs previous 13F +1,042 shares

    0.55% of the 13F portfolio, value $1,511,282.

    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 21,884 shares
    Change vs previous 13F +667 shares

    0.52% of the 13F portfolio, value $1,313,697.

    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 21,217 shares
    Change vs previous 13F +1,495 shares

    0.48% of the 13F portfolio, value $1,145,081.

    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 19,722 shares
    Change vs previous 13F +144 shares

    0.44% of the 13F portfolio, value $1,029,883.

    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 19,578 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,123,973.

    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).