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WESTWOOD HOLDINGS GROUP INC: IDA position timeline

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

WESTWOOD HOLDINGS GROUP INC held 277,281 IDA 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 277,281 shares
    Change vs previous 13F -3,216 shares

    0.32% of the 13F portfolio, value $41,952,614.

    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 280,497 shares
    Change vs previous 13F -24,050 shares

    0.29% of the 13F portfolio, value $40,102,655.

    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 304,547 shares
    Change vs previous 13F -5,520 shares

    0.31% of the 13F portfolio, value $38,543,468.

    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 310,067 shares
    Change vs previous 13F -11,470 shares

    0.29% of the 13F portfolio, value $40,975,000.

    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 321,537 shares
    Change vs previous 13F +31,204 shares

    0.27% of the 13F portfolio, value $37,121,447.

    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 290,333 shares
    Change vs previous 13F -36,655 shares

    0.25% of the 13F portfolio, value $33,742,501.

    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 326,988 shares
    Change vs previous 13F -38,503 shares

    0.27% of the 13F portfolio, value $35,733,249.

    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 365,491 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $37,678,467.

    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).