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NorthCrest Asset Manangement, LLC: UL position timeline

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

NorthCrest Asset Manangement, LLC held 106,064 UL 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 106,064 shares
    Change vs previous 13F +1,529 shares

    0.15% of the 13F portfolio, value $6,569,604.

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

  2. period ended2026-06-30
    13F 104,535 shares
    Change vs previous 13F +5,645 shares

    0.16% of the 13F portfolio, value $6,375,562.

    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 98,890 shares
    Change vs previous 13F -36,239 shares

    0.17% of the 13F portfolio, value $5,483,451.

    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 135,129 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,613,122.

    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).