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Morton Capital Management LLC/CA: NVDA position timeline

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

Morton Capital Management LLC/CA held 23,426 NVDA 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 23,426 shares
    Change vs previous 13F +5,838 shares

    0.64% of the 13F portfolio, value $4,687,247.

    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 17,588 shares
    Change vs previous 13F +618 shares

    0.46% of the 13F portfolio, value $3,067,312.

    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 16,970 shares
    Change vs previous 13F -1,214 shares

    0.49% of the 13F portfolio, value $3,164,850.

    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 18,184 shares
    Change vs previous 13F -3,473 shares

    0.56% of the 13F portfolio, value $3,392,821.

    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 21,657 shares
    Change vs previous 13F -45 shares

    0.61% of the 13F portfolio, value $3,421,612.

    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 21,702 shares
    Change vs previous 13F +1,272 shares

    0.45% of the 13F portfolio, value $2,352,073.

    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 20,430 shares
    Change vs previous 13F -2,512 shares

    0.52% of the 13F portfolio, value $2,743,509.

    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 22,942 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,786,087.

    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).