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WESTWOOD HOLDINGS GROUP INC: DE position timeline

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

WESTWOOD HOLDINGS GROUP INC held 86,678 DE 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 86,678 shares
    Change vs previous 13F -49,022 shares

    0.41% of the 13F portfolio, value $54,982,487.

    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 135,700 shares
    Change vs previous 13F -6,868 shares

    0.56% of the 13F portfolio, value $76,439,746.

    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 142,568 shares
    Change vs previous 13F -32,219 shares

    0.54% of the 13F portfolio, value $66,375,384.

    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 174,787 shares
    Change vs previous 13F +77,197 shares

    0.57% of the 13F portfolio, value $79,923,000.

    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 97,590 shares
    Change vs previous 13F +66,680 shares

    0.36% of the 13F portfolio, value $49,623,539.

    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 30,910 shares
    Change vs previous 13F -1,354 shares

    0.11% of the 13F portfolio, value $14,507,609.

    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 32,264 shares
    Change vs previous 13F -260 shares

    0.11% of the 13F portfolio, value $13,670,257.

    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 32,524 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,573,241.

    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).