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Morton Capital Management LLC/CA: GDX position timeline

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

Morton Capital Management LLC/CA held 62,550 GDX 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 62,550 shares
    Change vs previous 13F +510 shares

    0.65% of the 13F portfolio, value $4,719,419.

    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 62,040 shares
    Change vs previous 13F -6,204 shares

    0.85% of the 13F portfolio, value $5,693,390.

    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 68,244 shares
    Change vs previous 13F -2,780 shares

    0.9% of the 13F portfolio, value $5,853,268.

    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 71,024 shares
    Change vs previous 13F -4,554 shares

    0.89% of the 13F portfolio, value $5,426,265.

    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 75,578 shares
    Change vs previous 13F -1,946 shares

    0.7% of the 13F portfolio, value $3,934,601.

    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 77,524 shares
    Change vs previous 13F -4,274 shares

    0.69% of the 13F portfolio, value $3,563,778.

    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 81,798 shares
    Change vs previous 13F +11,825 shares

    0.52% of the 13F portfolio, value $2,773,761.

    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 69,973 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,786,329.

    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).