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Morton Capital Management LLC/CA: IWD position timeline

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

Morton Capital Management LLC/CA held 45,061 IWD 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 45,061 shares
    Change vs previous 13F -2,255 shares

    1.49% of the 13F portfolio, value $10,924,200.

    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 47,316 shares
    Change vs previous 13F -2,118 shares

    1.5% of the 13F portfolio, value $10,110,098.

    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 49,434 shares
    Change vs previous 13F -2,727 shares

    1.6% of the 13F portfolio, value $10,398,037.

    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 52,161 shares
    Change vs previous 13F +551 shares

    1.74% of the 13F portfolio, value $10,619,403.

    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 51,610 shares
    Change vs previous 13F +4,726 shares

    1.78% of the 13F portfolio, value $10,024,174.

    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 46,884 shares
    Change vs previous 13F +4,066 shares

    1.7% of the 13F portfolio, value $8,821,621.

    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 42,818 shares
    Change vs previous 13F +5,701 shares

    1.5% of the 13F portfolio, value $7,926,919.

    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 37,117 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $7,044,892.

    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).