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Disclosery

Crossmark Global Holdings, Inc.: HLN position timeline

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

Crossmark Global Holdings, Inc. held 749,194 HLN 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 749,194 shares
    Change vs previous 13F -171 shares

    0.09% of the 13F portfolio, value $6,989,980.

    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 749,365 shares
    Change vs previous 13F +178,190 shares

    0.11% of the 13F portfolio, value $7,501,143.

    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 571,175 shares
    Change vs previous 13F -63,980 shares

    0.08% of the 13F portfolio, value $5,774,579.

    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 635,155 shares
    Change vs previous 13F -1,088 shares

    0.09% of the 13F portfolio, value $5,697,340.

    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 636,243 shares
    Change vs previous 13F +136,137 shares

    0.11% of the 13F portfolio, value $6,597,840.

    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 500,106 shares
    Change vs previous 13F +676 shares

    0.09% of the 13F portfolio, value $5,146,091.

    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 499,430 shares
    Change vs previous 13F +18,670 shares

    0.09% of the 13F portfolio, value $4,764,000.

    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 480,760 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,087,000.

    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).