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NorthCrest Asset Manangement, LLC: IVV position timeline

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

NorthCrest Asset Manangement, LLC held 16,519 IVV 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 16,519 shares
    Change vs previous 13F +135 shares

    0.3% of the 13F portfolio, value $12,839,723.

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

  2. period ended2026-06-30
    13F 16,384 shares
    Change vs previous 13F +1,327 shares

    0.32% of the 13F portfolio, value $12,370,630.

    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 15,057 shares
    Change vs previous 13F -913 shares

    0.31% of the 13F portfolio, value $9,921,865.

    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 15,970 shares
    Change vs previous 13F +644 shares

    0.25% of the 13F portfolio, value $11,031,715.

    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 15,326 shares
    Change vs previous 13F +1,391 shares

    0.25% of the 13F portfolio, value $10,305,313.

    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 13,935 shares
    Change vs previous 13F +1,797 shares

    0.24% of the 13F portfolio, value $8,753,394.

    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 12,138 shares
    Change vs previous 13F +5,200 shares

    0.21% of the 13F portfolio, value $6,820,207.

    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 6,938 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,084,262.

    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).