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NorthCrest Asset Manangement, LLC: WM position timeline

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

NorthCrest Asset Manangement, LLC held 9,766 WM 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 9,766 shares
    Change vs previous 13F -48,896 shares

    0.05% of the 13F portfolio, value $2,051,768.

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

  2. period ended2026-06-30
    13F 58,662 shares
    Change vs previous 13F +2,304 shares

    0.35% of the 13F portfolio, value $13,590,279.

    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 56,358 shares
    Change vs previous 13F -32,225 shares

    0.41% of the 13F portfolio, value $13,267,724.

    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 88,583 shares
    Change vs previous 13F +2,140 shares

    0.43% of the 13F portfolio, value $19,438,727.

    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 86,443 shares
    Change vs previous 13F +4,099 shares

    0.45% of the 13F portfolio, value $18,806,584.

    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 82,344 shares
    Change vs previous 13F -703 shares

    0.5% of the 13F portfolio, value $18,700,429.

    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 83,047 shares
    Change vs previous 13F +1,288 shares

    0.58% of the 13F portfolio, value $19,226,437.

    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 81,759 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $16,498,303.

    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).