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WESTWOOD HOLDINGS GROUP INC: HESM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,170,092 HESM 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 1,170,092 shares
    Change vs previous 13F -141,343 shares

    0.33% of the 13F portfolio, value $43,995,450.

    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 1,311,435 shares
    Change vs previous 13F -477,755 shares

    0.37% of the 13F portfolio, value $50,975,479.

    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 1,789,190 shares
    Change vs previous 13F -308,624 shares

    0.5% of the 13F portfolio, value $61,727,055.

    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 2,097,814 shares
    Change vs previous 13F +1,254 shares

    0.52% of the 13F portfolio, value $72,479,000.

    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 2,096,560 shares
    Change vs previous 13F +1,006,998 shares

    0.58% of the 13F portfolio, value $80,738,526.

    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 1,089,562 shares
    Change vs previous 13F -290,737 shares

    0.35% of the 13F portfolio, value $46,077,577.

    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 1,380,299 shares
    Change vs previous 13F -594,382 shares

    0.39% of the 13F portfolio, value $51,112,472.

    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 1,974,681 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $69,646,999.

    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).