Morris Retirement Advisors, LLC
Holdings in RCS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $67,669 | 12,149 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $92,005 | 12,122 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $83,868 | 12,050 | Shares | Sole | 2025-07-08 |
| 2025-03-31 | $92,637 | 14,822 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $112,029 | 14,702 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $111,258 | 14,468 | Shares | Sole | 2024-10-04 |
| 2024-06-30 | $89,150 | 14,356 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $87,379 | 14,348 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $87,205 | 14,343 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $75,285 | 14,178 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $72,956 | 14,030 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $74,639 | 14,030 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $69,308 | 14,030 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $66,502 | 14,030 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $71,137 | 13,867 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $80,655 | 13,717 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $92,255 | 13,587 | Shares | Sole | 2022-02-02 |
| 2021-09-30 | $86,715 | 12,300 | Shares | Sole | 2021-10-28 |