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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: SCZ position timeline

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

MORRIS FINANCIAL CONCEPTS, INC. held 18,789 SCZ 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 18,789 shares
    Change vs previous 13F -907 shares

    0.47% of the 13F portfolio, value $1,545,731.

    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 19,696 shares
    Change vs previous 13F -2,268 shares

    0.52% of the 13F portfolio, value $1,544,399.

    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 21,964 shares
    Change vs previous 13F -1,424 shares

    0.6% of the 13F portfolio, value $1,702,844.

    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 23,388 shares
    Change vs previous 13F -552 shares

    0.65% of the 13F portfolio, value $1,794,300.

    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 23,940 shares
    Change vs previous 13F -3,786 shares

    0.69% of the 13F portfolio, value $1,739,934.

    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 27,726 shares
    Change vs previous 13F -1,926 shares

    0.74% of the 13F portfolio, value $1,761,464.

    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 29,652 shares
    Change vs previous 13F -1,495 shares

    0.77% of the 13F portfolio, value $1,801,389.

    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 31,147 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,108,658.

    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).