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WESTWOOD HOLDINGS GROUP INC: PSA position timeline

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

WESTWOOD HOLDINGS GROUP INC held 84,505 PSA 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 84,505 shares
    Change vs previous 13F -28,580 shares

    0.2% of the 13F portfolio, value $26,898,785.

    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 113,085 shares
    Change vs previous 13F +18,312 shares

    0.22% of the 13F portfolio, value $30,632,598.

    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 94,773 shares
    Change vs previous 13F -9,399 shares

    0.2% of the 13F portfolio, value $24,593,594.

    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 104,172 shares
    Change vs previous 13F -880 shares

    0.21% of the 13F portfolio, value $30,090,000.

    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 105,052 shares
    Change vs previous 13F +174 shares

    0.22% of the 13F portfolio, value $30,824,358.

    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 104,878 shares
    Change vs previous 13F -2,054 shares

    0.24% of the 13F portfolio, value $31,388,937.

    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 106,932 shares
    Change vs previous 13F -3,610 shares

    0.25% of the 13F portfolio, value $32,019,718.

    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 110,542 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $40,222,918.

    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).