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NorthCoast Asset Management LLC: WM position timeline

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

NorthCoast Asset Management LLC held 1,517 WM 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 1,517 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $338,325.

    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 1,560 shares
    Change vs previous 13F +174 shares

    0.01% of the 13F portfolio, value $358,692.

    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 1,386 shares
    Change vs previous 13F -73,698 shares

    0.01% of the 13F portfolio, value $304,657.

    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 75,084 shares
    Change vs previous 13F -4,334 shares

    0.06% of the 13F portfolio, value $16,580,650.

    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 79,418 shares
    Change vs previous 13F +19,131 shares

    0.08% of the 13F portfolio, value $18,172,281.

    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 60,287 shares
    Change vs previous 13F +294 shares

    0.07% of the 13F portfolio, value $13,957,125.

    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 59,993 shares
    Change vs previous 13F +2,440 shares

    0.06% of the 13F portfolio, value $12,106,492.

    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 57,553 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $10,872,382.

    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).