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WESTWOOD HOLDINGS GROUP INC: APO position timeline

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

WESTWOOD HOLDINGS GROUP INC held 4,371 APO 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 4,371 shares
    Change vs previous 13F -8,410 shares

    <0.01% of the 13F portfolio, value $517,133.

    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 12,781 shares
    Change vs previous 13F -8,533 shares

    0.01% of the 13F portfolio, value $1,424,059.

    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 21,314 shares
    Change vs previous 13F -3,342 shares

    0.03% of the 13F portfolio, value $3,085,415.

    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 24,656 shares
    Change vs previous 13F -277 shares

    0.02% of the 13F portfolio, value $3,286,000.

    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 24,933 shares
    Change vs previous 13F +1,686 shares

    0.03% of the 13F portfolio, value $3,537,245.

    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 23,247 shares
    Change vs previous 13F +5,697 shares

    0.02% of the 13F portfolio, value $3,183,444.

    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 17,550 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,898,558.

    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).