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WESTWOOD HOLDINGS GROUP INC: SAH position timeline

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

WESTWOOD HOLDINGS GROUP INC held 494,907 SAH 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 494,907 shares
    Change vs previous 13F -112,975 shares

    0.32% of the 13F portfolio, value $41,963,164.

    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 607,882 shares
    Change vs previous 13F +11,744 shares

    0.3% of the 13F portfolio, value $41,682,469.

    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 596,138 shares
    Change vs previous 13F +94,957 shares

    0.3% of the 13F portfolio, value $36,877,097.

    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 501,181 shares
    Change vs previous 13F +8,056 shares

    0.27% of the 13F portfolio, value $38,135,000.

    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 493,125 shares
    Change vs previous 13F -148,112 shares

    0.28% of the 13F portfolio, value $39,415,481.

    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 641,237 shares
    Change vs previous 13F +133,044 shares

    0.28% of the 13F portfolio, value $36,524,860.

    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 508,193 shares
    Change vs previous 13F -70,366 shares

    0.25% of the 13F portfolio, value $32,194,027.

    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 578,559 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $33,834,130.

    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).