Morris Retirement Advisors, LLC

SEC CIK: 0001841816
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

FGDL holding history

Franklin Templeton Holdings Trust in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FGDL overview All 13F holders of FGDL Full Q2 2026 holdings

Shares (Q2 2026): 4,658
Value: $248.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of FGDL by Morris Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,658	$248.6K	0.1%	+240+5.4%	Added	Holders
Q1 2026	4,418	$274.7K	0.1%	−1,443−24.6%	Reduced	Holders
Q4 2025	5,861	$337.6K	0.1%	+5,861	New	Holders