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Morton Capital Management LLC/CA: VYM position timeline

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

Morton Capital Management LLC/CA held 8,899 VYM 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 8,899 shares
    Change vs previous 13F -841 shares

    0.19% of the 13F portfolio, value $1,406,384.

    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 9,740 shares
    Change vs previous 13F +478 shares

    0.21% of the 13F portfolio, value $1,442,484.

    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 9,262 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $1,329,326.

    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 9,260 shares
    Change vs previous 13F -91 shares

    0.21% of the 13F portfolio, value $1,305,145.

    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 9,351 shares
    Change vs previous 13F +377 shares

    0.22% of the 13F portfolio, value $1,246,609.

    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 8,974 shares
    Change vs previous 13F +1,056 shares

    0.22% of the 13F portfolio, value $1,157,228.

    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 7,918 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,010,248.

    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 7,915 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,014,693.

    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).