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WESTWOOD HOLDINGS GROUP INC: COO position timeline

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

WESTWOOD HOLDINGS GROUP INC held 346,079 COO 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 346,079 shares
    Change vs previous 13F +148,517 shares

    0.19% of the 13F portfolio, value $24,817,325.

    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 197,562 shares
    Change vs previous 13F +10,477 shares

    0.1% of the 13F portfolio, value $14,125,683.

    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 187,085 shares
    Change vs previous 13F -133,611 shares

    0.12% of the 13F portfolio, value $15,333,487.

    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 320,696 shares
    Change vs previous 13F +8,951 shares

    0.16% of the 13F portfolio, value $21,987,000.

    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 311,745 shares
    Change vs previous 13F +59,190 shares

    0.16% of the 13F portfolio, value $22,183,774.

    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 252,555 shares
    Change vs previous 13F -1,190 shares

    0.16% of the 13F portfolio, value $21,303,014.

    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 253,745 shares
    Change vs previous 13F +14,319 shares

    0.18% of the 13F portfolio, value $23,326,778.

    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 239,426 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $26,418,265.

    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).