Position in MA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$461,212
+$15,516 QoQ
Shares Held
898
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,646
of 3,560 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Morton Capital Management LLC/CA holds $2,547,840 across 4 Credit Services names. MA ranks #2 (18.1% of the industry book) .
All Filings in MA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,212 | 898 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $445,696 | 892 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $460,700 | 807 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $456,185 | 802 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $450,675 | 802 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $449,458 | 820 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $408,618 | 776 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $383,188 | 776 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $255,431 | 579 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $282,681 | 587 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $246,949 | 579 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $223,293 | 564 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $221,821 | 564 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $204,963 | 564 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $200,987 | 578 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $234,798 | 657 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $236,073 | 657 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||