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WESTWOOD HOLDINGS GROUP INC: IPAR position timeline

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

WESTWOOD HOLDINGS GROUP INC held 886,100 IPAR 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 886,100 shares
    Change vs previous 13F -119,494 shares

    0.75% of the 13F portfolio, value $99,119,144.

    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 1,005,594 shares
    Change vs previous 13F -6,742 shares

    0.67% of the 13F portfolio, value $91,348,158.

    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 1,012,336 shares
    Change vs previous 13F +35,779 shares

    0.7% of the 13F portfolio, value $85,876,463.

    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 976,557 shares
    Change vs previous 13F +200,967 shares

    0.69% of the 13F portfolio, value $96,074,000.

    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 775,590 shares
    Change vs previous 13F +310,712 shares

    0.73% of the 13F portfolio, value $101,842,723.

    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 464,878 shares
    Change vs previous 13F +110,163 shares

    0.4% of the 13F portfolio, value $52,935,658.

    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 354,715 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $46,648,570.

    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).