Morton Capital Management LLC/CA: RS position timeline

Morton Capital Management LLC/CA held 0 RS shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -865 shares

   13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 865 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $242,918.

   13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 865 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $271,524.

   13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 865 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $249,769.

   13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 865 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $232,910.

   13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).