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NorthCrest Asset Manangement, LLC: UI position timeline

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

NorthCrest Asset Manangement, LLC held 1,181 UI 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 1,181 shares
    Change vs previous 13F +372 shares

    0.02% of the 13F portfolio, value $757,990.

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

  2. period ended2026-06-30
    13F 809 shares
    Change vs previous 13F -1,044 shares

    0.01% of the 13F portfolio, value $440,450.

    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 1,853 shares
    Change vs previous 13F -55 shares

    0.05% of the 13F portfolio, value $1,558,194.

    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 1,908 shares
    Change vs previous 13F +1,174 shares

    0.02% of the 13F portfolio, value $1,076,684.

    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 734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,116.

    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).