Skip to content
Disclosery

Crossmark Global Holdings, Inc.: UBS position timeline

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

Crossmark Global Holdings, Inc. held 222,503 UBS 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 222,503 shares
    Change vs previous 13F -3,635 shares

    0.14% of the 13F portfolio, value $11,027,249.

    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 226,138 shares
    Change vs previous 13F -14,011 shares

    0.13% of the 13F portfolio, value $8,835,211.

    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 240,149 shares
    Change vs previous 13F -36,926 shares

    0.16% of the 13F portfolio, value $11,121,346.

    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 277,075 shares
    Change vs previous 13F -1,291 shares

    0.17% of the 13F portfolio, value $11,360,075.

    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 278,366 shares
    Change vs previous 13F +8,322 shares

    0.15% of the 13F portfolio, value $9,414,338.

    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 270,044 shares
    Change vs previous 13F +10,365 shares

    0.15% of the 13F portfolio, value $8,271,448.

    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 259,679 shares
    Change vs previous 13F +4,007 shares

    0.14% of the 13F portfolio, value $7,873,000.

    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 255,672 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,903,000.

    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).