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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: IUSB position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 23,865 IUSB 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 23,865 shares
    Change vs previous 13F +784 shares

    0.34% of the 13F portfolio, value $1,101,374.

    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 23,081 shares
    Change vs previous 13F +567 shares

    0.36% of the 13F portfolio, value $1,066,105.

    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 22,514 shares
    Change vs previous 13F +833 shares

    0.37% of the 13F portfolio, value $1,047,802.

    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 21,681 shares
    Change vs previous 13F +970 shares

    0.37% of the 13F portfolio, value $1,012,720.

    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 20,711 shares
    Change vs previous 13F +239 shares

    0.38% of the 13F portfolio, value $957,470.

    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 20,472 shares
    Change vs previous 13F -504 shares

    0.4% of the 13F portfolio, value $943,350.

    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 20,976 shares
    Change vs previous 13F -7,012 shares

    0.41% of the 13F portfolio, value $948,115.

    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 27,988 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,318,771.

    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).