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Morton Capital Management LLC/CA: IVW position timeline

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

Morton Capital Management LLC/CA held 12,956 IVW 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 12,956 shares
    Change vs previous 13F +349 shares

    0.24% of the 13F portfolio, value $1,781,815.

    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 12,607 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,425,978.

    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 12,607 shares
    Change vs previous 13F +587 shares

    0.24% of the 13F portfolio, value $1,553,939.

    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 12,020 shares
    Change vs previous 13F +7,310 shares

    0.24% of the 13F portfolio, value $1,451,055.

    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 4,710 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $518,571.

    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 4,710 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $437,230.

    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 4,710 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $478,207.

    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 4,710 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $450,983.

    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).