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Disclosery

Morton Capital Management LLC/CA: MRK position timeline

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

Morton Capital Management LLC/CA held 7,531 MRK 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 7,531 shares
    Change vs previous 13F +598 shares

    0.13% of the 13F portfolio, value $967,765.

    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 6,933 shares
    Change vs previous 13F -304 shares

    0.12% of the 13F portfolio, value $833,995.

    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 7,237 shares
    Change vs previous 13F +192 shares

    0.12% of the 13F portfolio, value $761,778.

    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 7,045 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $591,273.

    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 7,003 shares
    Change vs previous 13F -423 shares

    0.1% of the 13F portfolio, value $554,393.

    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 7,426 shares
    Change vs previous 13F +67 shares

    0.13% of the 13F portfolio, value $666,575.

    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 7,359 shares
    Change vs previous 13F -8 shares

    0.14% of the 13F portfolio, value $732,059.

    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 7,367 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $836,605.

    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).