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Crossmark Global Holdings, Inc.: TAK position timeline

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

Crossmark Global Holdings, Inc. held 783,835 TAK 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 783,835 shares
    Change vs previous 13F +6,687 shares

    0.16% of the 13F portfolio, value $12,564,875.

    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 777,148 shares
    Change vs previous 13F +31,972 shares

    0.21% of the 13F portfolio, value $14,392,780.

    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 745,176 shares
    Change vs previous 13F +17,942 shares

    0.17% of the 13F portfolio, value $11,617,293.

    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 727,234 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $10,646,706.

    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 727,194 shares
    Change vs previous 13F +330,361 shares

    0.18% of the 13F portfolio, value $11,242,419.

    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 396,833 shares
    Change vs previous 13F +186,349 shares

    0.1% of the 13F portfolio, value $5,900,907.

    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 210,484 shares
    Change vs previous 13F +155,795 shares

    0.05% of the 13F portfolio, value $2,787,000.

    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 54,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $778,000.

    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).