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Disclosery

Crossmark Global Holdings, Inc.: OTIS position timeline

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

Crossmark Global Holdings, Inc. held 24,906 OTIS 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 24,906 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $1,783,270.

    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 24,648 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $1,899,867.

    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 24,907 shares
    Change vs previous 13F +2,331 shares

    0.03% of the 13F portfolio, value $2,175,626.

    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 22,576 shares
    Change vs previous 13F -802 shares

    0.03% of the 13F portfolio, value $2,064,124.

    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 23,378 shares
    Change vs previous 13F -671 shares

    0.04% of the 13F portfolio, value $2,314,890.

    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 24,049 shares
    Change vs previous 13F -314 shares

    0.04% of the 13F portfolio, value $2,481,857.

    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 24,363 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $2,257,000.

    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 24,433 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,540,000.

    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).