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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: REET position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 50,365 REET 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 50,365 shares
    Change vs previous 13F -1,411 shares

    0.43% of the 13F portfolio, value $1,391,090.

    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 51,776 shares
    Change vs previous 13F +1,180 shares

    0.44% of the 13F portfolio, value $1,302,173.

    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 50,596 shares
    Change vs previous 13F -433 shares

    0.44% of the 13F portfolio, value $1,262,368.

    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 51,029 shares
    Change vs previous 13F +545 shares

    0.47% of the 13F portfolio, value $1,304,308.

    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 50,484 shares
    Change vs previous 13F -670 shares

    0.49% of the 13F portfolio, value $1,246,962.

    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 51,154 shares
    Change vs previous 13F +998 shares

    0.52% of the 13F portfolio, value $1,241,008.

    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 50,156 shares
    Change vs previous 13F -5,472 shares

    0.52% of the 13F portfolio, value $1,202,237.

    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 55,628 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,484,722.

    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).