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Crossmark Global Holdings, Inc.: DOCU position timeline

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

Crossmark Global Holdings, Inc. held 54,225 DOCU 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 54,225 shares
    Change vs previous 13F +287 shares

    0.03% of the 13F portfolio, value $2,408,675.

    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 53,938 shares
    Change vs previous 13F -10,610 shares

    0.04% of the 13F portfolio, value $2,557,200.

    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 64,548 shares
    Change vs previous 13F +6,900 shares

    0.06% of the 13F portfolio, value $4,415,083.

    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 57,648 shares
    Change vs previous 13F +45,235 shares

    0.06% of the 13F portfolio, value $4,155,844.

    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 12,413 shares
    Change vs previous 13F +903 shares

    0.02% of the 13F portfolio, value $966,849.

    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 11,510 shares
    Change vs previous 13F +514 shares

    0.02% of the 13F portfolio, value $936,914.

    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 10,996 shares
    Change vs previous 13F -9,693 shares

    0.02% of the 13F portfolio, value $989,000.

    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 20,689 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,284,000.

    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).