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NorthCrest Asset Manangement, LLC: IVZ position timeline

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

NorthCrest Asset Manangement, LLC held 41,723 IVZ 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 41,723 shares
    Change vs previous 13F +4,013 shares

    0.03% of the 13F portfolio, value $1,255,445.

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

  2. period ended2026-06-30
    13F 37,710 shares
    Change vs previous 13F +7,123 shares

    0.03% of the 13F portfolio, value $1,078,893.

    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 30,587 shares
    Change vs previous 13F -7,783 shares

    0.02% of the 13F portfolio, value $738,370.

    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 38,370 shares
    Change vs previous 13F +8,324 shares

    0.02% of the 13F portfolio, value $1,080,499.

    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 30,046 shares
    Change vs previous 13F +4,508 shares

    0.02% of the 13F portfolio, value $724,109.

    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 25,538 shares
    Change vs previous 13F -3,777 shares

    0.01% of the 13F portfolio, value $427,251.

    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 29,315 shares
    Change vs previous 13F -1,553 shares

    0.01% of the 13F portfolio, value $444,709.

    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 30,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $539,573.

    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).