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WESTWOOD HOLDINGS GROUP INC: AUB position timeline

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

WESTWOOD HOLDINGS GROUP INC held 881,875 AUB 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 881,875 shares
    Change vs previous 13F -1,112,632 shares

    0.28% of the 13F portfolio, value $37,312,132.

    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 1,994,507 shares
    Change vs previous 13F -34,684 shares

    0.52% of the 13F portfolio, value $71,283,678.

    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 2,029,191 shares
    Change vs previous 13F -77,565 shares

    0.58% of the 13F portfolio, value $71,630,442.

    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 2,106,756 shares
    Change vs previous 13F -269,978 shares

    0.53% of the 13F portfolio, value $74,347,000.

    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 2,376,734 shares
    Change vs previous 13F +224,267 shares

    0.54% of the 13F portfolio, value $74,344,240.

    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 2,152,467 shares
    Change vs previous 13F -290,411 shares

    0.51% of the 13F portfolio, value $67,027,822.

    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 2,442,878 shares
    Change vs previous 13F -118,487 shares

    0.71% of the 13F portfolio, value $92,536,219.

    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 2,561,365 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $96,486,620.

    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).