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WESTWOOD HOLDINGS GROUP INC: CFR position timeline

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

WESTWOOD HOLDINGS GROUP INC held 590,515 CFR 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 590,515 shares
    Change vs previous 13F -153,213 shares

    0.69% of the 13F portfolio, value $91,246,312.

    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 743,728 shares
    Change vs previous 13F -34,701 shares

    0.74% of the 13F portfolio, value $101,950,333.

    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 778,429 shares
    Change vs previous 13F -217,972 shares

    0.8% of the 13F portfolio, value $98,572,464.

    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 996,401 shares
    Change vs previous 13F +556,508 shares

    0.9% of the 13F portfolio, value $126,314,000.

    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 439,893 shares
    Change vs previous 13F +6,946 shares

    0.41% of the 13F portfolio, value $56,543,846.

    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 432,947 shares
    Change vs previous 13F -14,420 shares

    0.41% of the 13F portfolio, value $54,204,964.

    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 447,367 shares
    Change vs previous 13F -50,551 shares

    0.46% of the 13F portfolio, value $60,059,020.

    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 497,918 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $55,697,107.

    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).