Morton Capital Management LLC/CA
Position in GAB — Gabelli Equity Trust Inc
CIK 2002628
CALABASAS, CA
Position in GAB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$68,587
+$760 QoQ
Shares Held
12,118
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 224 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Morton Capital Management LLC/CA holds $747,669 across 3 Asset Management names. GAB ranks #3 (9.2% of the industry book) .
All Filings in GAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,587 | 12,118 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $67,827 | 12,112 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||