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WESTWOOD HOLDINGS GROUP INC: PBH position timeline

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

WESTWOOD HOLDINGS GROUP INC held 750,445 PBH 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 750,445 shares
    Change vs previous 13F -369,270 shares

    0.27% of the 13F portfolio, value $35,473,535.

    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 1,119,715 shares
    Change vs previous 13F -59,921 shares

    0.48% of the 13F portfolio, value $66,365,506.

    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 1,179,636 shares
    Change vs previous 13F +37,819 shares

    0.59% of the 13F portfolio, value $72,771,745.

    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 1,141,817 shares
    Change vs previous 13F +259,909 shares

    0.51% of the 13F portfolio, value $71,249,000.

    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 881,908 shares
    Change vs previous 13F +20,626 shares

    0.51% of the 13F portfolio, value $70,420,354.

    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 861,282 shares
    Change vs previous 13F +56,802 shares

    0.56% of the 13F portfolio, value $74,044,414.

    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 804,480 shares
    Change vs previous 13F -55,508 shares

    0.48% of the 13F portfolio, value $62,821,843.

    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 859,988 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $62,005,135.

    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).