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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: IJH position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 10,919 IJH 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 10,919 shares
    Change vs previous 13F -200 shares

    0.26% of the 13F portfolio, value $841,964.

    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 11,119 shares
    Change vs previous 13F -69 shares

    0.25% of the 13F portfolio, value $750,866.

    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 11,188 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $738,408.

    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 11,186 shares
    Change vs previous 13F +349 shares

    0.26% of the 13F portfolio, value $729,998.

    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 10,837 shares
    Change vs previous 13F -748 shares

    0.27% of the 13F portfolio, value $672,111.

    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 11,585 shares
    Change vs previous 13F -307 shares

    0.28% of the 13F portfolio, value $675,985.

    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 11,892 shares
    Change vs previous 13F -203 shares

    0.32% of the 13F portfolio, value $740,991.

    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 12,095 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $753,746.

    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).