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NorthCrest Asset Manangement, LLC: CRM position timeline

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

NorthCrest Asset Manangement, LLC held 72,979 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,979 shares
    Change vs previous 13F +262 shares

    0.39% of the 13F portfolio, value $16,624,537.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,717 shares
    Change vs previous 13F +2,298 shares

    0.3% of the 13F portfolio, value $11,816,535.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,419 shares
    Change vs previous 13F -24,001 shares

    0.41% of the 13F portfolio, value $13,180,941.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 94,420 shares
    Change vs previous 13F +1,132 shares

    0.54% of the 13F portfolio, value $24,195,985.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 93,288 shares
    Change vs previous 13F -9,037 shares

    0.53% of the 13F portfolio, value $22,364,966.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,325 shares
    Change vs previous 13F +64 shares

    0.75% of the 13F portfolio, value $27,847,690.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 102,261 shares
    Change vs previous 13F +2,491 shares

    0.83% of the 13F portfolio, value $27,442,709.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 99,770 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $33,356,144.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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