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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: MUNI position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 12,739 MUNI 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 12,739 shares
    Change vs previous 13F +1,158 shares

    0.21% of the 13F portfolio, value $670,071.

    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 11,581 shares
    Change vs previous 13F +3,211 shares

    0.21% of the 13F portfolio, value $604,412.

    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 8,370 shares
    Change vs previous 13F +702 shares

    0.15% of the 13F portfolio, value $438,672.

    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 7,668 shares
    Change vs previous 13F +1,829 shares

    0.14% of the 13F portfolio, value $400,883.

    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 5,839 shares
    Change vs previous 13F +3,283 shares

    0.12% of the 13F portfolio, value $299,891.

    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 2,556 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $131,762.

    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).