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WESTWOOD HOLDINGS GROUP INC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTWOOD HOLDINGS GROUP INC on AAPL, newest first. How the timeline and the estimate are built.

WESTWOOD HOLDINGS GROUP INC held 483,435 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,435 shares
    Change vs previous 13F +29,206 shares

    1.05% of the 13F portfolio, value $139,886,628.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP 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 454,229 shares
    Change vs previous 13F -60,191 shares

    0.84% of the 13F portfolio, value $115,278,883.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP 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 514,420 shares
    Change vs previous 13F -82,575 shares

    1.14% of the 13F portfolio, value $139,850,221.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP 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 596,995 shares
    Change vs previous 13F +322,114 shares

    1.08% of the 13F portfolio, value $152,013,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP 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/A 274,881 shares
    Change vs previous 13F +82,622 shares

    0.41% of the 13F portfolio, value $56,397,335.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP 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 192,259 shares
    Change vs previous 13F -429,219 shares

    0.32% of the 13F portfolio, value $42,706,492.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP 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 621,478 shares
    Change vs previous 13F -702 shares

    1.2% of the 13F portfolio, value $155,630,521.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP 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 622,180 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $144,967,940.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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