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Morton Capital Management LLC/CA: CSCO position timeline

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

Morton Capital Management LLC/CA held 26,158 CSCO 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 26,158 shares
    Change vs previous 13F +268 shares

    0.42% of the 13F portfolio, value $3,072,564.

    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 25,890 shares
    Change vs previous 13F +272 shares

    0.3% of the 13F portfolio, value $2,008,806.

    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 25,618 shares
    Change vs previous 13F -521 shares

    0.3% of the 13F portfolio, value $1,973,368.

    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 26,139 shares
    Change vs previous 13F -221 shares

    0.29% of the 13F portfolio, value $1,788,414.

    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 26,360 shares
    Change vs previous 13F -1,034 shares

    0.32% of the 13F portfolio, value $1,828,842.

    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 27,394 shares
    Change vs previous 13F -817 shares

    0.33% of the 13F portfolio, value $1,690,511.

    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 28,211 shares
    Change vs previous 13F -2,040 shares

    0.32% of the 13F portfolio, value $1,670,118.

    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 30,251 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,609,975.

    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).