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Morton Capital Management LLC/CA: MSFT position timeline

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

Morton Capital Management LLC/CA held 39,977 MSFT 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 39,977 shares
    Change vs previous 13F +1,366 shares

    2.04% of the 13F portfolio, value $14,912,344.

    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 38,611 shares
    Change vs previous 13F +336 shares

    2.13% of the 13F portfolio, value $14,292,773.

    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 38,275 shares
    Change vs previous 13F -1,859 shares

    2.84% of the 13F portfolio, value $18,510,364.

    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 40,134 shares
    Change vs previous 13F -1,784 shares

    3.41% of the 13F portfolio, value $20,787,227.

    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 41,918 shares
    Change vs previous 13F +865 shares

    3.7% of the 13F portfolio, value $20,850,375.

    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 41,053 shares
    Change vs previous 13F -385 shares

    2.98% of the 13F portfolio, value $15,410,884.

    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 41,438 shares
    Change vs previous 13F -353 shares

    3.3% of the 13F portfolio, value $17,466,016.

    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 41,791 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $17,982,707.

    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).