Expensify shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in Expensify
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Quarterly reported holdings in Expensify by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 149k | 1.85 |
| 2025-06-30 | $386k | 149k | 2.59 |
| 2025-03-31 | $453k | 149k | 3.04 |
| 2024-12-31 | $499k | 149k | 3.35 |
| 2024-09-30 | $292k | 149k | 1.96 |
| 2024-06-30 | $222k | 149k | 1.49 |
| 2024-03-31 | $274k | 149k | 1.84 |
| 2023-12-31 | $368k | 149k | 2.47 |
| 2023-09-30 | $545k | 168k | 3.25 |
| 2023-06-30 | $1.3M | 168k | 7.98 |
| 2023-03-31 | $1.4M | 168k | 8.15 |
| 2022-12-31 | $1.5M | 168k | 8.83 |
More positions owned by Morling Financial Advisors
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