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Morton Capital Management LLC/CA: QQQ position timeline

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

Morton Capital Management LLC/CA held 7,380 QQQ 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 7,380 shares
    Change vs previous 13F +17 shares

    0.74% of the 13F portfolio, value $5,434,965.

    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 7,363 shares
    Change vs previous 13F +346 shares

    0.63% of the 13F portfolio, value $4,249,989.

    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 7,017 shares
    Change vs previous 13F +4 shares

    0.66% of the 13F portfolio, value $4,310,708.

    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 7,013 shares
    Change vs previous 13F -1,006 shares

    0.69% of the 13F portfolio, value $4,210,143.

    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 8,019 shares
    Change vs previous 13F +2,796 shares

    0.78% of the 13F portfolio, value $4,423,754.

    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 5,223 shares
    Change vs previous 13F +788 shares

    0.47% of the 13F portfolio, value $2,449,142.

    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 4,435 shares
    Change vs previous 13F +6 shares

    0.43% of the 13F portfolio, value $2,267,421.

    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 4,429 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,161,881.

    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).