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Crossmark Global Holdings, Inc.: XP position timeline

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

Crossmark Global Holdings, Inc. held 389,125 XP 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 389,125 shares
    Change vs previous 13F -260,925 shares

    0.08% of the 13F portfolio, value $6,327,170.

    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 650,050 shares
    Change vs previous 13F +288,787 shares

    0.18% of the 13F portfolio, value $12,376,960.

    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 361,263 shares
    Change vs previous 13F -406,814 shares

    0.08% of the 13F portfolio, value $5,913,882.

    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 768,077 shares
    Change vs previous 13F +77,407 shares

    0.22% of the 13F portfolio, value $14,432,163.

    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 690,670 shares
    Change vs previous 13F +646,062 shares

    0.23% of the 13F portfolio, value $13,951,530.

    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 44,608 shares
    Change vs previous 13F -420,126 shares

    0.01% of the 13F portfolio, value $613,357.

    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 464,734 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,507,000.

    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).