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Morton Capital Management LLC/CA: CMF position timeline

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

Morton Capital Management LLC/CA held 3,956 CMF 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 3,956 shares
    Change vs previous 13F +248 shares

    0.03% of the 13F portfolio, value $228,020.

    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 3,708 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $210,818.

    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 3,690 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $212,014.

    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 3,654 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $208,406.

    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 3,626 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $202,095.

    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 3,598 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $202,515.

    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 3,581 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $205,124.

    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 3,547 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $206,136.

    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).