Skip to content
Disclosery

Westwood Wealth Management: QLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westwood Wealth Management on QLD, newest first. How the timeline and the estimate are built.

Westwood Wealth Management held 217,975 QLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,975 shares
    Change vs previous 13F +1,245 shares

    6.11% of the 13F portfolio, value $21,091,261.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 216,730 shares
    Change vs previous 13F +216,730 shares

    5.19% of the 13F portfolio, value $13,220,530.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 0 shares
    Change vs previous 13F -109,055 shares

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 109,055 shares
    Change vs previous 13F -39,560 shares

    5.49% of the 13F portfolio, value $14,962,346.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 148,615 shares
    Change vs previous 13F +10,850 shares

    5.88% of the 13F portfolio, value $17,493,472.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 137,765 shares
    Change vs previous 13F +4,400 shares

    5.28% of the 13F portfolio, value $12,244,553.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 133,365 shares
    Change vs previous 13F +1,505 shares

    5.21% of the 13F portfolio, value $14,435,428.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 131,860 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $13,278,302.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).