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WESTWOOD HOLDINGS GROUP INC: AVGO position timeline

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

WESTWOOD HOLDINGS GROUP INC held 135,453 AVGO 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 135,453 shares
    Change vs previous 13F +54,720 shares

    0.39% of the 13F portfolio, value $51,167,376.

    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 80,733 shares
    Change vs previous 13F +6,715 shares

    0.18% of the 13F portfolio, value $24,987,658.

    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 74,018 shares
    Change vs previous 13F -5,963 shares

    0.21% of the 13F portfolio, value $25,617,630.

    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 79,981 shares
    Change vs previous 13F +40,451 shares

    0.19% of the 13F portfolio, value $26,387,000.

    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 39,530 shares
    Change vs previous 13F -5,004 shares

    0.08% of the 13F portfolio, value $10,896,445.

    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 44,534 shares
    Change vs previous 13F -7,439 shares

    0.06% of the 13F portfolio, value $7,456,328.

    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 51,973 shares
    Change vs previous 13F -2,865 shares

    0.09% of the 13F portfolio, value $12,049,420.

    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 54,838 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,459,555.

    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).