Skip to content
Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: IJS position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 7,916 IJS 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 7,916 shares
    Change vs previous 13F -317 shares

    0.33% of the 13F portfolio, value $1,082,015.

    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 8,233 shares
    Change vs previous 13F -622 shares

    0.33% of the 13F portfolio, value $975,237.

    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 8,855 shares
    Change vs previous 13F -180 shares

    0.35% of the 13F portfolio, value $1,006,991.

    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 9,035 shares
    Change vs previous 13F -439 shares

    0.36% of the 13F portfolio, value $999,181.

    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 9,474 shares
    Change vs previous 13F -1,285 shares

    0.37% of the 13F portfolio, value $942,568.

    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 10,759 shares
    Change vs previous 13F -1,006 shares

    0.44% of the 13F portfolio, value $1,048,787.

    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 11,765 shares
    Change vs previous 13F -586 shares

    0.55% of the 13F portfolio, value $1,277,847.

    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 12,351 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,329,720.

    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).