Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: ORCL position timeline

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

WESTWOOD HOLDINGS GROUP INC held 86,856 ORCL 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 86,856 shares
    Change vs previous 13F +72,142 shares

    0.1% of the 13F portfolio, value $12,728,740.

    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 14,714 shares
    Change vs previous 13F +373 shares

    0.02% of the 13F portfolio, value $2,164,570.

    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 14,341 shares
    Change vs previous 13F +3,709 shares

    0.02% of the 13F portfolio, value $2,795,204.

    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 10,632 shares
    Change vs previous 13F -5,038 shares

    0.02% of the 13F portfolio, value $2,990,000.

    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 15,670 shares
    Change vs previous 13F -2,145 shares

    0.02% of the 13F portfolio, value $3,425,932.

    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 17,815 shares
    Change vs previous 13F +13,751 shares

    0.02% of the 13F portfolio, value $2,490,715.

    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 4,064 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $677,225.

    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 4,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $698,640.

    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).