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Disclosery

NorthCoast Asset Management LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthCoast Asset Management LLC on IWB, newest first. How the timeline and the estimate are built.

NorthCoast Asset Management LLC held 2,644 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,644 shares
    Change vs previous 13F -1,074 shares

    0.02% of the 13F portfolio, value $1,083,122.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset Management LLC
    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 3,718 shares
    Change vs previous 13F +105 shares

    0.03% of the 13F portfolio, value $1,325,844.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset Management LLC
    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 3,613 shares
    Change vs previous 13F -174,422 shares

    0.03% of the 13F portfolio, value $1,349,357.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset Management LLC
    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 178,035 shares
    Change vs previous 13F -6,799 shares

    0.25% of the 13F portfolio, value $65,068,512.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset Management LLC
    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 184,834 shares
    Change vs previous 13F +4,130 shares

    0.27% of the 13F portfolio, value $62,764,350.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset Management LLC
    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/A 180,704 shares
    Change vs previous 13F -8,703 shares

    0.28% of the 13F portfolio, value $55,429,531.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset Management LLC
    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/A 189,407 shares
    Change vs previous 13F -4,550 shares

    0.3% of the 13F portfolio, value $61,020,066.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
    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 193,957 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $52,567,768.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).