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Morton Capital Management LLC/CA: PID position timeline

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

Morton Capital Management LLC/CA held 236,547 PID 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 236,547 shares
    Change vs previous 13F -7,324 shares

    0.72% of the 13F portfolio, value $5,251,333.

    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 243,871 shares
    Change vs previous 13F -1,373 shares

    0.81% of the 13F portfolio, value $5,425,190.

    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 245,244 shares
    Change vs previous 13F -7,409 shares

    0.83% of the 13F portfolio, value $5,395,365.

    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 252,653 shares
    Change vs previous 13F -3,600 shares

    0.88% of the 13F portfolio, value $5,373,256.

    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 256,253 shares
    Change vs previous 13F -5,870 shares

    0.93% of the 13F portfolio, value $5,253,194.

    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 262,123 shares
    Change vs previous 13F -985 shares

    0.97% of the 13F portfolio, value $4,998,689.

    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 263,108 shares
    Change vs previous 13F +153,585 shares

    0.91% of the 13F portfolio, value $4,817,503.

    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 109,523 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,166,359.

    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).