Company Names, identifiers, and filing context for this profile. 1 identity field
Company location
Calabasas, CA
SEC filing record 1 source field available
Fiscal year end
31 December
Morton Capital Management LLC/CA has filed 36 SEC EDGAR filings since 05 Dec 2023

SEC filing history

Showing 1-25 of 36 matching filings.

Per page
25
Current page
1
N-PX File 028-23474

N-PX filing

Filing date
12 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
23 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
40-APP/A File 812-15955-01

40-APP/A

Filing date
11 Jun 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
21 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
03 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
40-APP File 812-15955-01

40-APP

Filing date
16 Dec 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
24 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23474

N-PX filing

Filing date
21 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
23 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
17 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
15 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
09 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23474

N-PX filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23474

13F-HR filing

Filing date
12 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
08 Jul 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
03 Jun 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
28 May 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
28 May 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
28 May 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G/A

MORTON CAPITAL MANAGEMENT LLC/CA

Filing date
15 May 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .