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NorthCrest Asset Manangement, LLC: WFC position timeline

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

NorthCrest Asset Manangement, LLC held 141,922 WFC 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 141,922 shares
    Change vs previous 13F +9 shares

    0.27% of the 13F portfolio, value $11,641,885.

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

  2. period ended2026-06-30
    13F 141,913 shares
    Change vs previous 13F +14,922 shares

    0.32% of the 13F portfolio, value $12,333,656.

    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 126,991 shares
    Change vs previous 13F -51,143 shares

    0.32% of the 13F portfolio, value $10,235,445.

    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 178,134 shares
    Change vs previous 13F +954 shares

    0.38% of the 13F portfolio, value $17,168,570.

    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 177,180 shares
    Change vs previous 13F +2,628 shares

    0.34% of the 13F portfolio, value $14,376,398.

    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 174,552 shares
    Change vs previous 13F -2,969 shares

    0.39% of the 13F portfolio, value $14,592,507.

    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 177,521 shares
    Change vs previous 13F +917 shares

    0.39% of the 13F portfolio, value $12,744,267.

    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 176,604 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,404,669.

    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).