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Disclosery

Crossmark Global Holdings, Inc.: HRB position timeline

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

Crossmark Global Holdings, Inc. held 17,245 HRB 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 17,245 shares
    Change vs previous 13F +5,800 shares

    0.01% of the 13F portfolio, value $656,690.

    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 11,445 shares
    Change vs previous 13F -124,430 shares

    0.01% of the 13F portfolio, value $363,264.

    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 135,875 shares
    Change vs previous 13F -18,707 shares

    0.08% of the 13F portfolio, value $5,921,432.

    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 154,582 shares
    Change vs previous 13F +33,511 shares

    0.12% of the 13F portfolio, value $7,817,212.

    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 121,071 shares
    Change vs previous 13F -5,415 shares

    0.11% of the 13F portfolio, value $6,645,587.

    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 126,486 shares
    Change vs previous 13F +19,411 shares

    0.12% of the 13F portfolio, value $6,945,346.

    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 107,075 shares
    Change vs previous 13F +3,280 shares

    0.1% of the 13F portfolio, value $5,658,000.

    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 103,795 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,597,000.

    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).