MORRIS FINANCIAL CONCEPTS, INC. historic quarter change: USA Rights, Sold out
In rights (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MORRIS FINANCIAL CONCEPTS, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1387386), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Permit Capital, LLC | United States | $0.294B | 19 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | United States | $0.295B | 82 |
| Key Client Fiduciary Advisors, LLC | United States | $0.294B | 216 |
| Selkirk Management LLC | United States | $0.294B | 11 |
| B&I Capital AG | Switzerland | $0.294B | 24 |
| Thomas J. Herzfeld Advisors, Inc. | United States | $0.294B | 115 |
| Claar Advisors LLC | United States | $0.295B | 15 |
| MASTER'S WEALTH MANAGEMENT INC. | United States | $0.295B | 82 |
| Pacifica Capital Investments, LLC | United States | $0.294B | 15 |
| Royal Harbor Partners, LLC | United States | $0.295B | 51 |