Morton Capital Management LLC/CA SEC EDGAR Filings (CIK 0002002628)

SEC EDGAR filings, ownership reports, and insider transactions for Morton Capital Management LLC/CA.

Business address
27200 Agoura Road, Suite 200, Calabasas, CA, 91301
Top securities (13F)
OUNZ, USFR, DFAX, FLXR, DFAC, HAP, MSFT, AAPL, IAU, IWD, DCOR, DFAU, SPY, GDX, PID, VIG, AMZN, QQQ, JPM, and NVDA
State of incorporation
CA
Fiscal year end
31 December
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Morton Capital Management LLC/CA has filed 32 SEC EDGAR filings since 05 Dec 2023

Latest Filings

Recent SEC filings for Morton Capital Management LLC/CA including 13F-HR, 40-APP, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2026 31 Dec 2025 028-23474
40-APP Open 40-APP document View SEC filing for 40-APP 40-APP 16 Dec 2025 812-15955-01
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-23474
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2025 30 Jun 2025 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2025 30 Jun 2025 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2024 30 Sep 2024 028-23474
N-PX Open N-PX document View SEC filing for N-PX 02 Aug 2024 30 Jun 2024 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2024 30 Jun 2024 028-23474
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 08 Jul 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G Open SC 13G document View SEC filing for SC 13G MORTON CAPITAL MANAGEMENT LLC/CA 03 Jun 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 28 May 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 28 May 2024
SC 13G Open SC 13G document View SEC filing for SC 13G MORTON CAPITAL MANAGEMENT LLC/CA 28 May 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MORTON CAPITAL MANAGEMENT LLC/CA 15 May 2024
SC 13G Open SC 13G document View SEC filing for SC 13G MORTON CAPITAL MANAGEMENT LLC/CA 08 May 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2024 31 Mar 2024 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2024 31 Dec 2023 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 30 Sep 2023 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 30 Jun 2023 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 31 Mar 2023 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 31 Dec 2022 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 30 Sep 2022 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 30 Jun 2022 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 31 Mar 2022 028-23474
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Dec 2023 31 Dec 2021 028-23474

About this filer

Morton Capital Management LLC/CA files with the SEC under CIK 0002002628. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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