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Morton Capital Management LLC/CA: IWF position timeline

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

Morton Capital Management LLC/CA held 19,078 IWF 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 19,078 shares
    Change vs previous 13F +14,342 shares

    0.32% of the 13F portfolio, value $2,368,916.

    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 4,736 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,019,218.

    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 4,736 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,241,313.

    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 4,736 shares
    Change vs previous 13F +906 shares

    0.36% of the 13F portfolio, value $2,218,156.

    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 3,830 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,625,930.

    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 3,830 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,382,795.

    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 3,830 shares
    Change vs previous 13F -40 shares

    0.29% of the 13F portfolio, value $1,537,851.

    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 3,870 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,452,533.

    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).