Morton Capital Management LLC/CA: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Capital Management LLC/CA on ABBV, newest first. How the timeline and the estimate are built.
Morton Capital Management LLC/CA held 9,961 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 9,961 sharesChange vs previous 13F +399 shares
0.34% of the 13F portfolio, value $2,506,649.
13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,562 sharesChange vs previous 13F +133 shares
0.31% of the 13F portfolio, value $2,079,625.
13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,429 sharesChange vs previous 13F -66 shares
0.33% of the 13F portfolio, value $2,154,437.
13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,495 sharesChange vs previous 13F -227 shares
0.36% of the 13F portfolio, value $2,198,524.
13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,722 sharesChange vs previous 13F +275 shares
0.32% of the 13F portfolio, value $1,804,605.
13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,447 sharesChange vs previous 13F +92 shares
0.38% of the 13F portfolio, value $1,979,438.
13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,355 sharesChange vs previous 13F +168 shares
0.31% of the 13F portfolio, value $1,662,438.
13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,187 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,814,197.
13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).