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Morton Capital Management LLC/CA: IVV position timeline

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

Morton Capital Management LLC/CA held 2,767 IVV 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 2,767 shares
    Change vs previous 13F -519 shares

    0.28% of the 13F portfolio, value $2,072,540.

    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 3,286 shares
    Change vs previous 13F +326 shares

    0.32% of the 13F portfolio, value $2,146,561.

    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 2,960 shares
    Change vs previous 13F +313 shares

    0.31% of the 13F portfolio, value $2,027,715.

    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 2,647 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $1,771,502.

    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 2,659 shares
    Change vs previous 13F -69 shares

    0.29% of the 13F portfolio, value $1,650,780.

    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 2,728 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $1,532,604.

    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 2,718 shares
    Change vs previous 13F +334 shares

    0.3% of the 13F portfolio, value $1,600,208.

    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 2,384 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,375,387.

    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).