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NorthCrest Asset Manangement, LLC: UYLD position timeline

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

NorthCrest Asset Manangement, LLC held 148,360 UYLD 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 148,360 shares
    Change vs previous 13F +39,883 shares

    0.18% of the 13F portfolio, value $7,542,711.

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

  2. period ended2026-06-30
    13F 108,477 shares
    Change vs previous 13F +7,441 shares

    0.14% of the 13F portfolio, value $5,536,666.

    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 101,036 shares
    Change vs previous 13F +10,718 shares

    0.16% of the 13F portfolio, value $5,160,414.

    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 90,318 shares
    Change vs previous 13F +24,887 shares

    0.1% of the 13F portfolio, value $4,620,229.

    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 65,431 shares
    Change vs previous 13F +10,092 shares

    0.08% of the 13F portfolio, value $3,349,511.

    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 55,339 shares
    Change vs previous 13F +10,717 shares

    0.08% of the 13F portfolio, value $2,827,823.

    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 44,622 shares
    Change vs previous 13F +27,963 shares

    0.07% of the 13F portfolio, value $2,279,738.

    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 16,659 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $850,691.

    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).