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WESTWOOD HOLDINGS GROUP INC: BWIN position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,938,370 BWIN 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 1,938,370 shares
    Change vs previous 13F -638,826 shares

    0.39% of the 13F portfolio, value $51,521,873.

    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 2,577,196 shares
    Change vs previous 13F -274,322 shares

    0.41% of the 13F portfolio, value $56,543,679.

    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 2,851,518 shares
    Change vs previous 13F +362,454 shares

    0.56% of the 13F portfolio, value $68,521,978.

    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 2,489,064 shares
    Change vs previous 13F +568,534 shares

    0.5% of the 13F portfolio, value $70,216,000.

    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 1,920,530 shares
    Change vs previous 13F +142,506 shares

    0.59% of the 13F portfolio, value $82,217,889.

    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 1,778,024 shares
    Change vs previous 13F -212,794 shares

    0.6% of the 13F portfolio, value $79,459,893.

    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 1,990,818 shares
    Change vs previous 13F +300,912 shares

    0.59% of the 13F portfolio, value $77,164,106.

    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 1,689,906 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $84,157,319.

    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).