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Morton Capital Management LLC/CA: FNDX position timeline

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

Morton Capital Management LLC/CA held 6,503 FNDX 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 6,503 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,252.

    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 ยง4.2).