Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: AGG position timeline

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

WESTWOOD HOLDINGS GROUP INC held 68,705 AGG 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 68,705 shares
    Change vs previous 13F -14,877 shares

    0.05% of the 13F portfolio, value $6,800,421.

    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 83,582 shares
    Change vs previous 13F -8,309 shares

    0.06% of the 13F portfolio, value $8,297,184.

    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 91,891 shares
    Change vs previous 13F -40,209 shares

    0.07% of the 13F portfolio, value $9,178,073.

    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 132,100 shares
    Change vs previous 13F +275 shares

    0.09% of the 13F portfolio, value $13,243,000.

    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 131,825 shares
    Change vs previous 13F +9,826 shares

    0.09% of the 13F portfolio, value $13,077,040.

    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 121,999 shares
    Change vs previous 13F +79,494 shares

    0.09% of the 13F portfolio, value $12,068,141.

    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 42,505 shares
    Change vs previous 13F +30,942 shares

    0.03% of the 13F portfolio, value $4,118,735.

    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 11,563 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,170,985.

    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).