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Crossmark Global Holdings, Inc.: VTR position timeline

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

Crossmark Global Holdings, Inc. held 21,600 VTR 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 21,600 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $1,918,080.

    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 21,547 shares
    Change vs previous 13F -281 shares

    0.03% of the 13F portfolio, value $1,762,113.

    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 21,828 shares
    Change vs previous 13F +5,158 shares

    0.02% of the 13F portfolio, value $1,689,050.

    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 16,670 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $1,166,733.

    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 16,798 shares
    Change vs previous 13F -549 shares

    0.02% of the 13F portfolio, value $1,060,794.

    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 17,347 shares
    Change vs previous 13F -407 shares

    0.02% of the 13F portfolio, value $1,192,780.

    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 17,754 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $1,046,000.

    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 17,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,141,000.

    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).