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WESTWOOD HOLDINGS GROUP INC: CMS position timeline

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

WESTWOOD HOLDINGS GROUP INC held 9,479 CMS 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 9,479 shares
    Change vs previous 13F +5,356 shares

    0.01% of the 13F portfolio, value $725,143.

    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 4,123 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $319,861.

    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 4,125 shares
    Change vs previous 13F -35,939 shares

    <0.01% of the 13F portfolio, value $288,461.

    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 40,064 shares
    Change vs previous 13F -80,634 shares

    0.02% of the 13F portfolio, value $2,935,089.

    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 120,698 shares
    Change vs previous 13F -3,545 shares

    0.06% of the 13F portfolio, value $8,361,957.

    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 124,243 shares
    Change vs previous 13F -30,998 shares

    0.07% of the 13F portfolio, value $9,331,892.

    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 155,241 shares
    Change vs previous 13F +2,641 shares

    0.08% of the 13F portfolio, value $10,346,813.

    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 152,600 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,778,138.

    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).