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WESTWOOD HOLDINGS GROUP INC: PM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 178,593 PM 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 178,593 shares
    Change vs previous 13F +104,961 shares

    0.24% of the 13F portfolio, value $32,309,260.

    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 73,632 shares
    Change vs previous 13F -4,127 shares

    0.09% of the 13F portfolio, value $12,174,315.

    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 77,759 shares
    Change vs previous 13F -1,842 shares

    0.1% of the 13F portfolio, value $12,472,544.

    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 79,601 shares
    Change vs previous 13F +11,884 shares

    0.09% of the 13F portfolio, value $12,911,000.

    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 67,717 shares
    Change vs previous 13F +50,610 shares

    0.09% of the 13F portfolio, value $12,333,297.

    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 17,107 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,715,394.

    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).