Skip to content
Disclosery

Morton Capital Management LLC/CA: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Capital Management LLC/CA on AAPL, newest first. How the timeline and the estimate are built.

Morton Capital Management LLC/CA held 57,763 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,763 shares
    Change vs previous 13F -85 shares

    2.29% of the 13F portfolio, value $16,714,349.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,848 shares
    Change vs previous 13F +2,995 shares

    2.18% of the 13F portfolio, value $14,681,185.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,853 shares
    Change vs previous 13F -151 shares

    2.29% of the 13F portfolio, value $14,912,240.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,004 shares
    Change vs previous 13F -5,793 shares

    2.3% of the 13F portfolio, value $14,005,743.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,797 shares
    Change vs previous 13F +2,000 shares

    2.21% of the 13F portfolio, value $12,473,649.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,797 shares
    Change vs previous 13F -5,701 shares

    2.52% of the 13F portfolio, value $13,060,480.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,498 shares
    Change vs previous 13F -2,001 shares

    3.05% of the 13F portfolio, value $16,151,614.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,499 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $15,494,350.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).