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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: ISTB position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 185,878 ISTB 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 185,878 shares
    Change vs previous 13F -3,044 shares

    2.75% of the 13F portfolio, value $8,968,626.

    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 188,922 shares
    Change vs previous 13F +7,476 shares

    3.11% of the 13F portfolio, value $9,155,140.

    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 181,446 shares
    Change vs previous 13F +4,954 shares

    3.1% of the 13F portfolio, value $8,845,470.

    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 176,492 shares
    Change vs previous 13F +9,288 shares

    3.11% of the 13F portfolio, value $8,619,869.

    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 167,204 shares
    Change vs previous 13F -3,710 shares

    3.23% of the 13F portfolio, value $8,134,475.

    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 170,914 shares
    Change vs previous 13F +2,004 shares

    3.47% of the 13F portfolio, value $8,263,692.

    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 168,910 shares
    Change vs previous 13F +1,156 shares

    3.46% of the 13F portfolio, value $8,068,831.

    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 167,754 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $8,166,265.

    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).