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Disclosery

Crossmark Global Holdings, Inc.: CHRD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crossmark Global Holdings, Inc. on CHRD, newest first. How the timeline and the estimate are built.

Crossmark Global Holdings, Inc. held 11,944 CHRD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,944 shares
    Change vs previous 13F +7,323 shares

    0.02% of the 13F portfolio, value $1,365,199.

    13F-HR 0001539204-26-000011 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,621 shares
    Change vs previous 13F +938 shares

    0.01% of the 13F portfolio, value $657,013.

    13F-HR 0001539204-26-000007 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,683 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $341,414.

    13F-HR 0001539204-26-000002 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,273 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $225,868.

    13F-HR 0001539204-25-000008 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,365 shares
    Change vs previous 13F -2,446 shares

    <0.01% of the 13F portfolio, value $229,050.

    13F-HR 0001539204-25-000006 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,811 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $542,296.

    13F-HR 0001539204-25-000004 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,581 shares
    Change vs previous 13F -1,188 shares

    0.01% of the 13F portfolio, value $536,000.

    13F-HR 0001539204-25-000001 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,769 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $751,000.

    13F-HR 0001539204-24-000009 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).