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Crossmark Global Holdings, Inc.: WEX position timeline

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

Crossmark Global Holdings, Inc. held 54,014 WEX 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 54,014 shares
    Change vs previous 13F +12,300 shares

    0.1% of the 13F portfolio, value $7,620,835.

    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 41,714 shares
    Change vs previous 13F +12,507 shares

    0.09% of the 13F portfolio, value $6,383,910.

    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 29,207 shares
    Change vs previous 13F +9,410 shares

    0.06% of the 13F portfolio, value $4,351,258.

    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 19,797 shares
    Change vs previous 13F +18,372 shares

    0.05% of the 13F portfolio, value $3,118,621.

    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 1,425 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $209,318.

    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 1,674 shares
    Change vs previous 13F -770 shares

    <0.01% of the 13F portfolio, value $262,851.

    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 2,444 shares
    Change vs previous 13F -774 shares

    0.01% of the 13F portfolio, value $429,000.

    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 3,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $675,000.

    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).