Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: IWD position timeline

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

WESTWOOD HOLDINGS GROUP INC held 122,810 IWD 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 122,810 shares
    Change vs previous 13F -33,114 shares

    0.22% of the 13F portfolio, value $29,772,830.

    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 155,924 shares
    Change vs previous 13F +17,062 shares

    0.24% of the 13F portfolio, value $33,316,371.

    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 138,862 shares
    Change vs previous 13F +32,683 shares

    0.24% of the 13F portfolio, value $29,208,233.

    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 106,179 shares
    Change vs previous 13F +27,297 shares

    0.15% of the 13F portfolio, value $21,617,000.

    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 78,882 shares
    Change vs previous 13F -5,481 shares

    0.11% of the 13F portfolio, value $15,321,251.

    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 84,363 shares
    Change vs previous 13F +2,482 shares

    0.12% of the 13F portfolio, value $15,873,742.

    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 81,881 shares
    Change vs previous 13F +18,444 shares

    0.12% of the 13F portfolio, value $15,158,630.

    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 63,437 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,040,343.

    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).