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Morton Capital Management LLC/CA: VIG position timeline

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

Morton Capital Management LLC/CA held 23,346 VIG 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 23,346 shares
    Change vs previous 13F +290 shares

    0.76% of the 13F portfolio, value $5,524,168.

    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 23,056 shares
    Change vs previous 13F -146 shares

    0.74% of the 13F portfolio, value $4,958,340.

    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 23,202 shares
    Change vs previous 13F -373 shares

    0.78% of the 13F portfolio, value $5,099,315.

    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 23,575 shares
    Change vs previous 13F +1 shares

    0.83% of the 13F portfolio, value $5,087,235.

    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 23,574 shares
    Change vs previous 13F -747 shares

    0.86% of the 13F portfolio, value $4,824,972.

    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 24,321 shares
    Change vs previous 13F -1,030 shares

    0.91% of the 13F portfolio, value $4,718,108.

    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 25,351 shares
    Change vs previous 13F +1 shares

    0.94% of the 13F portfolio, value $4,964,444.

    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 25,350 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,020,873.

    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).