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Disclosery

Morton Capital Management LLC/CA: V position timeline

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

Morton Capital Management LLC/CA held 4,702 V 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 4,702 shares
    Change vs previous 13F +774 shares

    0.22% of the 13F portfolio, value $1,613,178.

    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 3,928 shares
    Change vs previous 13F +156 shares

    0.18% of the 13F portfolio, value $1,187,208.

    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 3,772 shares
    Change vs previous 13F +13 shares

    0.2% of the 13F portfolio, value $1,322,725.

    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 3,759 shares
    Change vs previous 13F -374 shares

    0.21% of the 13F portfolio, value $1,283,308.

    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 4,133 shares
    Change vs previous 13F +291 shares

    0.26% of the 13F portfolio, value $1,467,429.

    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 3,842 shares
    Change vs previous 13F +180 shares

    0.26% of the 13F portfolio, value $1,346,433.

    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 3,662 shares
    Change vs previous 13F -3 shares

    0.22% of the 13F portfolio, value $1,157,289.

    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 3,665 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,007,560.

    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).