Skip to content
Disclosery

NorthCoast Asset Management LLC: IWM position timeline

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

NorthCoast Asset Management LLC held 2,696 IWM 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 2,696 shares
    Change vs previous 13F -2,516 shares

    0.02% of the 13F portfolio, value $810,154.

    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 5,212 shares
    Change vs previous 13F -928 shares

    0.03% of the 13F portfolio, value $1,292,760.

    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 6,140 shares
    Change vs previous 13F -198,668 shares

    0.03% of the 13F portfolio, value $1,511,555.

    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 204,808 shares
    Change vs previous 13F -4,793 shares

    0.19% of the 13F portfolio, value $49,555,425.

    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 209,601 shares
    Change vs previous 13F -30,981 shares

    0.19% of the 13F portfolio, value $45,229,610.

    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 240,582 shares
    Change vs previous 13F -9,309 shares

    0.24% of the 13F portfolio, value $47,993,551.

    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 249,891 shares
    Change vs previous 13F +1,412 shares

    0.27% of the 13F portfolio, value $55,216,821.

    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 248,479 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $41,837,160.

    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).