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Disclosery

Crossmark Global Holdings, Inc.: HLNE position timeline

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

Crossmark Global Holdings, Inc. held 2,737 HLNE 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 2,737 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $215,758.

    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 2,591 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $257,545.

    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 2,526 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $339,267.

    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 2,635 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $355,172.

    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 2,475 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $351,747.

    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 2,485 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $369,445.

    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 2,513 shares
    Change vs previous 13F +741 shares

    0.01% of the 13F portfolio, value $372,000.

    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 1,772 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,000.

    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).