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NorthCrest Asset Manangement, LLC: EXC position timeline

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

NorthCrest Asset Manangement, LLC held 274,369 EXC 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 274,369 shares
    Change vs previous 13F +22,217 shares

    0.27% of the 13F portfolio, value $11,449,428.

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

  2. period ended2026-06-30
    13F 252,152 shares
    Change vs previous 13F +10,959 shares

    0.3% of the 13F portfolio, value $11,694,788.

    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 241,193 shares
    Change vs previous 13F -148,360 shares

    0.37% of the 13F portfolio, value $11,898,074.

    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 389,553 shares
    Change vs previous 13F -586 shares

    0.38% of the 13F portfolio, value $16,961,158.

    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 390,139 shares
    Change vs previous 13F +383,908 shares

    0.44% of the 13F portfolio, value $18,254,620.

    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 6,231 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,740.

    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).