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WESTWOOD HOLDINGS GROUP INC: AM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 2,570,360 AM 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 2,570,360 shares
    Change vs previous 13F +245,812 shares

    0.44% of the 13F portfolio, value $58,475,690.

    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 2,324,548 shares
    Change vs previous 13F -319,229 shares

    0.39% of the 13F portfolio, value $52,999,694.

    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 2,643,777 shares
    Change vs previous 13F +111,584 shares

    0.38% of the 13F portfolio, value $47,032,793.

    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 2,532,193 shares
    Change vs previous 13F +293,441 shares

    0.35% of the 13F portfolio, value $49,226,000.

    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 2,238,752 shares
    Change vs previous 13F -217,483 shares

    0.31% of the 13F portfolio, value $42,424,350.

    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 2,456,235 shares
    Change vs previous 13F +308,637 shares

    0.33% of the 13F portfolio, value $44,212,230.

    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 2,147,598 shares
    Change vs previous 13F -1,041,044 shares

    0.25% of the 13F portfolio, value $32,407,254.

    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 3,188,642 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $47,989,062.

    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).