Skip to content
Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: IJR position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 122,915 IJR 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 122,915 shares
    Change vs previous 13F -2,018 shares

    5.59% of the 13F portfolio, value $18,229,514.

    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 124,933 shares
    Change vs previous 13F +2,570 shares

    5.27% of the 13F portfolio, value $15,530,408.

    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 122,363 shares
    Change vs previous 13F +745 shares

    5.15% of the 13F portfolio, value $14,705,622.

    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 121,618 shares
    Change vs previous 13F +4,904 shares

    5.22% of the 13F portfolio, value $14,451,853.

    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 116,714 shares
    Change vs previous 13F -4,223 shares

    5.06% of the 13F portfolio, value $12,755,688.

    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 120,937 shares
    Change vs previous 13F +1,710 shares

    5.31% of the 13F portfolio, value $12,646,352.

    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 119,227 shares
    Change vs previous 13F +3,326 shares

    5.89% of the 13F portfolio, value $13,737,319.

    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 115,901 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $13,555,811.

    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).