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Crossmark Global Holdings, Inc.: WTRG position timeline

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

Crossmark Global Holdings, Inc. held 18,229 WTRG 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 18,229 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $698,353.

    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 18,229 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $734,081.

    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 18,299 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $701,949.

    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 18,098 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $722,110.

    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 18,084 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $671,640.

    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 17,761 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $702,092.

    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 17,844 shares
    Change vs previous 13F -622 shares

    0.01% of the 13F portfolio, value $648,000.

    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 18,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,000.

    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).