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WESTWOOD HOLDINGS GROUP INC: CHRD position timeline

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

WESTWOOD HOLDINGS GROUP INC held 165,181 CHRD 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 165,181 shares
    Change vs previous 13F +8,545 shares

    0.14% of the 13F portfolio, value $18,880,187.

    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 156,636 shares
    Change vs previous 13F -76,412 shares

    0.16% of the 13F portfolio, value $22,270,506.

    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 233,048 shares
    Change vs previous 13F +19,011 shares

    0.18% of the 13F portfolio, value $21,603,550.

    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 214,037 shares
    Change vs previous 13F -643 shares

    0.15% of the 13F portfolio, value $21,269,000.

    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 214,680 shares
    Change vs previous 13F +39,980 shares

    0.15% of the 13F portfolio, value $20,791,758.

    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 174,700 shares
    Change vs previous 13F -85,907 shares

    0.15% of the 13F portfolio, value $19,692,184.

    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 260,607 shares
    Change vs previous 13F +26,743 shares

    0.23% of the 13F portfolio, value $30,470,170.

    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 233,864 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $30,456,109.

    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).