WESTWOOD HOLDINGS GROUP INC: EVR position timeline

WESTWOOD HOLDINGS GROUP INC held 104,279 EVR 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 104,279 shares

   Change vs previous 13F -3,977 shares

   0.27% of the 13F portfolio, value $35,605,022.

   13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 108,256 shares

   Change vs previous 13F +35,817 shares

   0.24% of the 13F portfolio, value $32,315,498.

   13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 72,439 shares

   Change vs previous 13F -576 shares

   0.2% of the 13F portfolio, value $24,647,370.

   13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 73,015 shares

   Change vs previous 13F -9,831 shares

   0.18% of the 13F portfolio, value $24,629,000.

   13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 82,846 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $22,370,077.

   13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).