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Crossmark Global Holdings, Inc.: OTEX position timeline

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

Crossmark Global Holdings, Inc. held 333,474 OTEX 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 333,474 shares
    Change vs previous 13F -8,699 shares

    0.1% of the 13F portfolio, value $7,386,445.

    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 342,173 shares
    Change vs previous 13F -9,592 shares

    0.11% of the 13F portfolio, value $7,609,939.

    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 351,765 shares
    Change vs previous 13F -9,688 shares

    0.16% of the 13F portfolio, value $11,460,505.

    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 361,453 shares
    Change vs previous 13F -3,766 shares

    0.2% of the 13F portfolio, value $13,511,111.

    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 365,219 shares
    Change vs previous 13F +7,434 shares

    0.17% of the 13F portfolio, value $10,664,384.

    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 357,785 shares
    Change vs previous 13F +28,025 shares

    0.16% of the 13F portfolio, value $9,037,645.

    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 329,760 shares
    Change vs previous 13F -7,030 shares

    0.17% of the 13F portfolio, value $9,339,000.

    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 336,790 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $11,209,000.

    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).