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Disclosery

Morton Capital Management LLC/CA: DIA position timeline

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

Morton Capital Management LLC/CA held 3,929 DIA 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 3,929 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,052,693.

    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 3,929 shares
    Change vs previous 13F +172 shares

    0.27% of the 13F portfolio, value $1,820,071.

    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 3,757 shares
    Change vs previous 13F -14 shares

    0.28% of the 13F portfolio, value $1,805,706.

    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 3,771 shares
    Change vs previous 13F -930 shares

    0.29% of the 13F portfolio, value $1,748,961.

    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 4,701 shares
    Change vs previous 13F +914 shares

    0.37% of the 13F portfolio, value $2,071,684.

    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 3,787 shares
    Change vs previous 13F +16 shares

    0.31% of the 13F portfolio, value $1,590,265.

    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 3,771 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,604,742.

    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 3,771 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,595,766.

    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).