Skip to content
Disclosery

Crossmark Global Holdings, Inc.: SWX position timeline

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

Crossmark Global Holdings, Inc. held 5,949 SWX 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 5,949 shares
    Change vs previous 13F +1,950 shares

    0.01% of the 13F portfolio, value $527,557.

    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 3,999 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $347,513.

    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 4,019 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $321,600.

    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 4,019 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $314,848.

    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 4,017 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $298,825.

    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 4,524 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $324,823.

    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 4,561 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $322,000.

    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 4,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $337,000.

    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).