Westwood Wealth Management: CRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westwood Wealth Management on CRM, newest first. How the timeline and the estimate are built.
Westwood Wealth Management held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,511 shares
13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,511 sharesChange vs previous 13F +1,511 shares
0.3% of the 13F portfolio, value $400,279.
13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,590 shares
13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,590 sharesChange vs previous 13F -1,562 shares
0.15% of the 13F portfolio, value $433,577.
13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,152 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $845,871.
13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).