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Disclosery

Crossmark Global Holdings, Inc.: GWRE position timeline

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

Crossmark Global Holdings, Inc. held 4,923 GWRE 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 4,923 shares
    Change vs previous 13F -809 shares

    0.01% of the 13F portfolio, value $605,775.

    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 5,732 shares
    Change vs previous 13F +339 shares

    0.01% of the 13F portfolio, value $857,277.

    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 5,393 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $1,084,046.

    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 5,480 shares
    Change vs previous 13F -1,527 shares

    0.02% of the 13F portfolio, value $1,259,633.

    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 7,007 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $1,649,798.

    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 6,698 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,254,937.

    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).