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Disclosery

Morton Capital Management LLC/CA: PG position timeline

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

Morton Capital Management LLC/CA held 22,608 PG 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 22,608 shares
    Change vs previous 13F -485 shares

    0.45% of the 13F portfolio, value $3,315,204.

    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 23,093 shares
    Change vs previous 13F +1,110 shares

    0.5% of the 13F portfolio, value $3,335,615.

    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 21,983 shares
    Change vs previous 13F +25 shares

    0.48% of the 13F portfolio, value $3,150,321.

    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 21,958 shares
    Change vs previous 13F -464 shares

    0.55% of the 13F portfolio, value $3,373,842.

    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 22,422 shares
    Change vs previous 13F -673 shares

    0.63% of the 13F portfolio, value $3,572,241.

    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 23,095 shares
    Change vs previous 13F +15,580 shares

    0.76% of the 13F portfolio, value $3,935,841.

    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 7,515 shares
    Change vs previous 13F -598 shares

    0.24% of the 13F portfolio, value $1,259,904.

    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 8,113 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,405,120.

    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).