Morton Capital Management LLC/CA: LLY position timeline

Morton Capital Management LLC/CA held 905 LLY 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 905 shares

   Change vs previous 13F -572 shares

   0.15% of the 13F portfolio, value $1,085,121.

   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 1,477 shares

   Change vs previous 13F +706 shares

   0.2% of the 13F portfolio, value $1,358,926.

   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 771 shares

   Change vs previous 13F +11 shares

   0.13% of the 13F portfolio, value $828,783.

   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 760 shares

   Change vs previous 13F -110 shares

   0.1% of the 13F portfolio, value $579,846.

   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 870 shares

   Change vs previous 13F +114 shares

   0.12% of the 13F portfolio, value $677,913.

   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 756 shares

   Change vs previous 13F +36 shares

   0.12% of the 13F portfolio, value $624,710.

   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 720 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $556,003.

   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).

8. period ended2024-09-30

   13F 720 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $637,891.

   13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).