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Disclosery

NorthCoast Asset Management LLC: USMV position timeline

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

NorthCoast Asset Management LLC held 2,114 USMV 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 2,114 shares
    Change vs previous 13F -184 shares

    <0.01% of the 13F portfolio, value $203,954.

    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 2,298 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $213,140.

    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 2,592 shares
    Change vs previous 13F -113,515 shares

    0.01% of the 13F portfolio, value $244,092.

    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 116,107 shares
    Change vs previous 13F -7,807 shares

    0.04% of the 13F portfolio, value $11,046,428.

    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 123,914 shares
    Change vs previous 13F -6,670 shares

    0.05% of the 13F portfolio, value $11,631,735.

    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 130,584 shares
    Change vs previous 13F -15,773 shares

    0.06% of the 13F portfolio, value $12,230,567.

    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 146,357 shares
    Change vs previous 13F -6,749 shares

    0.06% of the 13F portfolio, value $12,995,224.

    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 153,106 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,954,079.

    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).