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NorthCrest Asset Manangement, LLC: IWB position timeline

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

NorthCrest Asset Manangement, LLC held 6,433 IWB 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 6,433 shares
    Change vs previous 13F +414 shares

    0.06% of the 13F portfolio, value $2,718,071.

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

  2. period ended2026-06-30
    13F 6,019 shares
    Change vs previous 13F +175 shares

    0.06% of the 13F portfolio, value $2,477,481.

    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 5,844 shares
    Change vs previous 13F -949 shares

    0.07% of the 13F portfolio, value $2,102,963.

    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 6,793 shares
    Change vs previous 13F +51 shares

    0.06% of the 13F portfolio, value $2,561,301.

    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 6,742 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $2,475,865.

    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 6,675 shares
    Change vs previous 13F +458 shares

    0.06% of the 13F portfolio, value $2,294,398.

    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 6,217 shares
    Change vs previous 13F +32 shares

    0.06% of the 13F portfolio, value $1,907,003.

    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 6,185 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,992,560.

    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).