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Morton Capital Management LLC/CA: NTSX position timeline

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

Morton Capital Management LLC/CA held 33,148 NTSX 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 33,148 shares
    Change vs previous 13F +90 shares

    0.27% of the 13F portfolio, value $1,957,391.

    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 33,058 shares
    Change vs previous 13F +94 shares

    0.26% of the 13F portfolio, value $1,723,959.

    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 32,964 shares
    Change vs previous 13F +99 shares

    0.28% of the 13F portfolio, value $1,806,783.

    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 32,865 shares
    Change vs previous 13F +103 shares

    0.29% of the 13F portfolio, value $1,772,103.

    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 32,762 shares
    Change vs previous 13F +102 shares

    0.29% of the 13F portfolio, value $1,640,062.

    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 32,660 shares
    Change vs previous 13F +23 shares

    0.29% of the 13F portfolio, value $1,479,832.

    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 32,637 shares
    Change vs previous 13F +119 shares

    0.29% of the 13F portfolio, value $1,523,808.

    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 32,518 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,528,026.

    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).