Morton Capital Management LLC/CA: GNR position timeline

Morton Capital Management LLC/CA held 8,997 GNR 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 8,997 shares

   Change vs previous 13F +35 shares

   0.08% of the 13F portfolio, value $605,620.

   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 8,962 shares

   Change vs previous 13F -929 shares

   0.1% of the 13F portfolio, value $669,164.

   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 9,891 shares

   Change vs previous 13F -870 shares

   0.09% of the 13F portfolio, value $614,603.

   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 10,761 shares

   Change vs previous 13F -100 shares

   0.1% of the 13F portfolio, value $637,175.

   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 10,861 shares

   Change vs previous 13F +57 shares

   0.1% of the 13F portfolio, value $589,116.

   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 10,804 shares

   Change vs previous 13F +1,836 shares

   0.11% of the 13F portfolio, value $575,313.

   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 8,968 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $446,248.

   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).