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WESTWOOD HOLDINGS GROUP INC: RMBS position timeline

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

WESTWOOD HOLDINGS GROUP INC held 260,065 RMBS 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 260,065 shares
    Change vs previous 13F -109,085 shares

    0.26% of the 13F portfolio, value $34,521,028.

    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 369,150 shares
    Change vs previous 13F +84,077 shares

    0.23% of the 13F portfolio, value $31,757,974.

    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 285,073 shares
    Change vs previous 13F +50,016 shares

    0.21% of the 13F portfolio, value $26,195,358.

    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 235,057 shares
    Change vs previous 13F -1,502,005 shares

    0.17% of the 13F portfolio, value $24,493,000.

    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 1,737,062 shares
    Change vs previous 13F +504,852 shares

    0.8% of the 13F portfolio, value $111,206,709.

    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 1,232,210 shares
    Change vs previous 13F +104,356 shares

    0.48% of the 13F portfolio, value $63,797,673.

    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 1,127,854 shares
    Change vs previous 13F -302,042 shares

    0.46% of the 13F portfolio, value $59,618,362.

    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 1,429,896 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $60,370,209.

    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).