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Disclosery

Crossmark Global Holdings, Inc.: PHI position timeline

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

Crossmark Global Holdings, Inc. held 17,359 PHI 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 17,359 shares
    Change vs previous 13F -456,473 shares

    <0.01% of the 13F portfolio, value $304,130.

    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 473,832 shares
    Change vs previous 13F +296 shares

    0.15% of the 13F portfolio, value $9,969,438.

    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 473,536 shares
    Change vs previous 13F +5,214 shares

    0.15% of the 13F portfolio, value $10,294,685.

    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 468,322 shares
    Change vs previous 13F -15,011 shares

    0.13% of the 13F portfolio, value $8,757,614.

    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 483,333 shares
    Change vs previous 13F +213,950 shares

    0.17% of the 13F portfolio, value $10,517,326.

    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 269,383 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,891,406.

    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).