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WESTWOOD HOLDINGS GROUP INC: CAKE position timeline

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

WESTWOOD HOLDINGS GROUP INC held 689,030 CAKE 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 689,030 shares
    Change vs previous 13F -616,831 shares

    0.41% of the 13F portfolio, value $54,805,445.

    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 1,305,861 shares
    Change vs previous 13F -194,191 shares

    0.52% of the 13F portfolio, value $71,495,890.

    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 1,500,052 shares
    Change vs previous 13F +88,971 shares

    0.62% of the 13F portfolio, value $75,722,625.

    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 1,411,081 shares
    Change vs previous 13F +136,594 shares

    0.55% of the 13F portfolio, value $77,101,466.

    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 1,274,487 shares
    Change vs previous 13F -283,150 shares

    0.57% of the 13F portfolio, value $79,859,355.

    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 1,557,637 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $75,794,616.

    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).