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Morton Capital Management LLC/CA: DFAX position timeline

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

Morton Capital Management LLC/CA held 2,465,252 DFAX 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 2,465,252 shares
    Change vs previous 13F +73,607 shares

    12.42% of the 13F portfolio, value $90,819,901.

    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 2,391,645 shares
    Change vs previous 13F +107,505 shares

    12.09% of the 13F portfolio, value $81,244,165.

    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 2,284,140 shares
    Change vs previous 13F +73,536 shares

    11.48% of the 13F portfolio, value $74,759,888.

    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 2,210,604 shares
    Change vs previous 13F +23,105 shares

    11.38% of the 13F portfolio, value $69,368,769.

    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 2,187,499 shares
    Change vs previous 13F +70,713 shares

    11.39% of the 13F portfolio, value $64,246,835.

    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 2,116,786 shares
    Change vs previous 13F +78,657 shares

    10.71% of the 13F portfolio, value $55,459,804.

    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 2,038,129 shares
    Change vs previous 13F -44,357 shares

    9.56% of the 13F portfolio, value $50,667,897.

    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 2,082,486 shares
    Change vs previous 13F not available

    11.07% of the 13F portfolio, value $56,247,935.

    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).