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NorthCrest Asset Manangement, LLC: USMV position timeline

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

NorthCrest Asset Manangement, LLC held 13,219 USMV 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 13,219 shares
    Change vs previous 13F +766 shares

    0.03% of the 13F portfolio, value $1,322,196.

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

  2. period ended2026-06-30
    13F 12,453 shares
    Change vs previous 13F +602 shares

    0.03% of the 13F portfolio, value $1,215,459.

    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 11,851 shares
    Change vs previous 13F -263 shares

    0.03% of the 13F portfolio, value $1,106,409.

    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 12,114 shares
    Change vs previous 13F +947 shares

    0.03% of the 13F portfolio, value $1,138,679.

    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 11,167 shares
    Change vs previous 13F +1,020 shares

    0.03% of the 13F portfolio, value $1,063,507.

    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 10,147 shares
    Change vs previous 13F +1,887 shares

    0.03% of the 13F portfolio, value $955,462.

    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 8,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $773,652.

    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).