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WESTWOOD HOLDINGS GROUP INC: MSFT position timeline

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

WESTWOOD HOLDINGS GROUP INC held 303,251 MSFT 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 303,251 shares
    Change vs previous 13F -12,937 shares

    0.85% of the 13F portfolio, value $113,118,764.

    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 316,188 shares
    Change vs previous 13F +6,967 shares

    0.85% of the 13F portfolio, value $117,043,462.

    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 309,221 shares
    Change vs previous 13F -32,273 shares

    1.22% of the 13F portfolio, value $149,545,460.

    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 341,494 shares
    Change vs previous 13F -103,959 shares

    1.26% of the 13F portfolio, value $176,877,000.

    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 445,453 shares
    Change vs previous 13F -114,795 shares

    1.59% of the 13F portfolio, value $221,572,777.

    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 560,248 shares
    Change vs previous 13F +46,886 shares

    1.59% of the 13F portfolio, value $210,311,497.

    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 513,362 shares
    Change vs previous 13F +4,155 shares

    1.66% of the 13F portfolio, value $216,382,083.

    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 509,207 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $219,111,772.

    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).