Morling Financial Advisors, LLC EXFY — EXPENSIFY INC

Ownership history in Morling Financial Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Morling Financial Advisors, LLC reported EXPENSIFY INC (EXFY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.3% in 2023 Q4. The latest visible filing shows EXFY at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morling Financial Advisors, LLC's position in EXPENSIFY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EXFY was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXFY stock page Morling Financial Advisors, LLC fund profile Morling Financial Advisors, LLC full holdings
How Morling Financial Advisors, LLC held EXFY — position size vs. price
% of Fund (quarterly)    EXFY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 149,024 — 0% 0.09% $276K 2025-11-04 $1.58
2025 Q2 UNCHANGED — — — 149,024 — 0% 0.13% $386K 2025-08-11 $1.79
2025 Q1 UNCHANGED — — — 149,024 — 0% 0.16% $453K 2025-05-06 $2.85
2024 Q4 UNCHANGED — — — 149,024 — 0% 0.17% $499K 2025-02-07 $3.74
2024 Q3 UNCHANGED — — — 149,024 — 0% 0.11% $292K 2024-10-18 $1.83
2024 Q2 UNCHANGED — — — 149,024 — 0% 0.10% $222K 2024-08-07 $1.51
2024 Q1 UNCHANGED — — — 149,024 — 0% 0.16% $274K 2024-05-13 $1.74
2023 Q4 REDUCED 11.1% -32.0% ✅ 149,024 -18,628 -11.1% 0.30% $368K 2024-02-02 $1.67
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXFY

As of 2026 Q1 — sorted by position size

Williams & Novak, LLC 0.04% Wealthspire Advisors, LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% HSBC HOLDINGS PLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% Nuveen, LLC 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Morling Financial Advisors, LLC and EXFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morling Financial Advisors, LLC reported owning EXFY?

Morling Financial Advisors, LLC reported EXFY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EXFY position in Morling Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EXFY was 0.30% in 2023 Q4.

What is the latest reported EXFY position on this page?

The most recent filing on this page is 2025 Q3, when Morling Financial Advisors, LLC reported 149,024 shares, equal to 0.09% of portfolio, with an estimated market value of $276K.

What does the chart on this EXFY ownership page compare?

The chart compares Morling Financial Advisors, LLC's quarterly EXFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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