Skip to content
Disclosery

NorthCrest Asset Manangement, LLC: UPS position timeline

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

NorthCrest Asset Manangement, LLC held 30,627 UPS 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 30,627 shares
    Change vs previous 13F +11,639 shares

    0.07% of the 13F portfolio, value $2,882,902.

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

  2. period ended2026-06-30
    13F 18,988 shares
    Change vs previous 13F +7,066 shares

    0.05% of the 13F portfolio, value $2,102,691.

    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 11,922 shares
    Change vs previous 13F -2,669 shares

    0.04% of the 13F portfolio, value $1,170,473.

    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 14,591 shares
    Change vs previous 13F +7,296 shares

    0.03% of the 13F portfolio, value $1,488,326.

    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 7,295 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $627,265.

    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 7,208 shares
    Change vs previous 13F +1,274 shares

    0.02% of the 13F portfolio, value $750,525.

    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 5,934 shares
    Change vs previous 13F +1,871 shares

    0.02% of the 13F portfolio, value $652,752.

    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 4,063 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $512,449.

    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).