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WESTWOOD HOLDINGS GROUP INC: EPD position timeline

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

WESTWOOD HOLDINGS GROUP INC held 5,918,667 EPD 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 5,918,667 shares
    Change vs previous 13F +422,599 shares

    1.64% of the 13F portfolio, value $217,570,180.

    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 5,496,068 shares
    Change vs previous 13F +5,367,816 shares

    1.51% of the 13F portfolio, value $207,971,174.

    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 128,252 shares
    Change vs previous 13F -5,456,163 shares

    0.03% of the 13F portfolio, value $4,111,759.

    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 5,584,415 shares
    Change vs previous 13F -58,579 shares

    1.25% of the 13F portfolio, value $174,624,657.

    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 5,642,994 shares
    Change vs previous 13F -111,845 shares

    1.26% of the 13F portfolio, value $174,989,244.

    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 5,754,839 shares
    Change vs previous 13F -75,249 shares

    1.48% of the 13F portfolio, value $196,470,203.

    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 5,830,088 shares
    Change vs previous 13F +580,850 shares

    1.41% of the 13F portfolio, value $182,831,560.

    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 5,249,238 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $152,805,318.

    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).