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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

RF holding history

Regions Financial Corp 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.

RF overviewAll 13F holders of RFFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of RF by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−14,662−100.0%Sold outHolders
Q1 202314,662$272.1K0.2%−7,600−34.1%ReducedHolders
Q4 202222,262$480.0K0.4%−3,455−13.4%ReducedHolders
Q3 202225,717$521.0K0.4%+1,919+8.1%AddedHolders
Q2 202223,798$446.0K0.4%+23+0.1%AddedHolders
Q1 202223,775$529.0K0.4%+791+3.4%AddedHolders
Q4 202122,984$501.0K0.4%+22,984NewHolders