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WESTWOOD HOLDINGS GROUP INC: AVA position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,981,325 AVA 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 1,981,325 shares
    Change vs previous 13F -556,740 shares

    0.61% of the 13F portfolio, value $81,056,005.

    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 2,538,065 shares
    Change vs previous 13F -78,678 shares

    0.74% of the 13F portfolio, value $101,877,929.

    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 2,616,743 shares
    Change vs previous 13F -189,448 shares

    0.82% of the 13F portfolio, value $100,849,275.

    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 2,806,191 shares
    Change vs previous 13F +695,480 shares

    0.76% of the 13F portfolio, value $106,102,000.

    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 2,110,711 shares
    Change vs previous 13F +728,543 shares

    0.58% of the 13F portfolio, value $80,101,482.

    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 1,382,168 shares
    Change vs previous 13F +103,844 shares

    0.44% of the 13F portfolio, value $57,871,374.

    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 1,278,324 shares
    Change vs previous 13F -379,801 shares

    0.36% of the 13F portfolio, value $46,825,008.

    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 1,658,125 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $64,252,344.

    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).