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NorthCrest Asset Manangement, LLC: WBS position timeline

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

NorthCrest Asset Manangement, LLC held 0 WBS 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 0 shares
    Change vs previous 13F -24,027 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 24,027 shares
    Change vs previous 13F -3,041 shares

    0.05% of the 13F portfolio, value $1,833,500.

    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 27,068 shares
    Change vs previous 13F -23,483 shares

    0.06% of the 13F portfolio, value $1,889,076.

    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 50,551 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $3,287,837.

    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 50,751 shares
    Change vs previous 13F +621 shares

    0.07% of the 13F portfolio, value $3,051,658.

    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 50,130 shares
    Change vs previous 13F +2,746 shares

    0.08% of the 13F portfolio, value $2,941,628.

    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 47,384 shares
    Change vs previous 13F +1,325 shares

    0.07% of the 13F portfolio, value $2,442,645.

    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 46,059 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,543,379.

    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).