Morton Capital Management LLC/CA: DCOR position timeline

Morton Capital Management LLC/CA held 154,034 DCOR 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 154,034 shares

   Change vs previous 13F -522 shares

   1.73% of the 13F portfolio, value $12,627,720.

   13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 154,556 shares

   Change vs previous 13F +15,284 shares

   1.66% of the 13F portfolio, value $11,140,412.

   13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 139,272 shares

   Change vs previous 13F +11,910 shares

   1.57% of the 13F portfolio, value $10,254,597.

   13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 127,362 shares

   Change vs previous 13F +25,408 shares

   1.5% of the 13F portfolio, value $9,162,393.

   13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 101,954 shares

   Change vs previous 13F +30,642 shares

   1.21% of the 13F portfolio, value $6,815,626.

   13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 71,312 shares

   Change vs previous 13F +14,126 shares

   0.84% of the 13F portfolio, value $4,373,594.

   13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 57,186 shares

   Change vs previous 13F +5,222 shares

   0.69% of the 13F portfolio, value $3,669,027.

   13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 51,964 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $3,291,376.

   13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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