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Morton Capital Management LLC/CA: OUNZ position timeline

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

Morton Capital Management LLC/CA held 3,519,350 OUNZ 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 3,519,350 shares
    Change vs previous 13F +86,138 shares

    18.57% of the 13F portfolio, value $135,811,714.

    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 3,433,212 shares
    Change vs previous 13F -238,208 shares

    23.01% of the 13F portfolio, value $154,666,220.

    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 3,671,420 shares
    Change vs previous 13F -92,706 shares

    23.39% of the 13F portfolio, value $152,290,519.

    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 3,764,126 shares
    Change vs previous 13F -114,002 shares

    22.97% of the 13F portfolio, value $139,987,862.

    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 3,878,128 shares
    Change vs previous 13F -285,568 shares

    21.93% of the 13F portfolio, value $123,673,516.

    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 4,163,696 shares
    Change vs previous 13F -103,478 shares

    24.24% of the 13F portfolio, value $125,493,810.

    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 4,267,174 shares
    Change vs previous 13F -127,197 shares

    20.37% of the 13F portfolio, value $107,959,500.

    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 4,394,371 shares
    Change vs previous 13F not available

    21.96% of the 13F portfolio, value $111,573,093.

    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).