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Disclosery

Morton Capital Management LLC/CA: ORCL position timeline

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

Morton Capital Management LLC/CA held 8,480 ORCL 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 8,480 shares
    Change vs previous 13F +127 shares

    0.17% of the 13F portfolio, value $1,242,712.

    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 8,353 shares
    Change vs previous 13F +120 shares

    0.18% of the 13F portfolio, value $1,228,744.

    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 8,233 shares
    Change vs previous 13F -110 shares

    0.25% of the 13F portfolio, value $1,604,761.

    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 8,343 shares
    Change vs previous 13F -383 shares

    0.38% of the 13F portfolio, value $2,346,255.

    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 8,726 shares
    Change vs previous 13F -121 shares

    0.34% of the 13F portfolio, value $1,907,686.

    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 8,847 shares
    Change vs previous 13F -525 shares

    0.24% of the 13F portfolio, value $1,236,888.

    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 9,372 shares
    Change vs previous 13F -298 shares

    0.29% of the 13F portfolio, value $1,561,757.

    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 9,670 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,647,773.

    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).