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WESTWOOD HOLDINGS GROUP INC: SBCF position timeline

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

WESTWOOD HOLDINGS GROUP INC held 2,213,453 SBCF 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 2,213,453 shares
    Change vs previous 13F -53,714 shares

    0.55% of the 13F portfolio, value $73,597,311.

    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 2,267,167 shares
    Change vs previous 13F +5,448 shares

    0.5% of the 13F portfolio, value $68,672,487.

    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 2,261,719 shares
    Change vs previous 13F -186,205 shares

    0.58% of the 13F portfolio, value $71,063,211.

    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 2,447,924 shares
    Change vs previous 13F -352,233 shares

    0.53% of the 13F portfolio, value $74,490,000.

    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 2,800,157 shares
    Change vs previous 13F -69,406 shares

    0.56% of the 13F portfolio, value $77,340,336.

    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 2,869,563 shares
    Change vs previous 13F +622,709 shares

    0.56% of the 13F portfolio, value $73,833,856.

    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 2,246,854 shares
    Change vs previous 13F -95,222 shares

    0.48% of the 13F portfolio, value $61,855,891.

    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 2,342,076 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $62,416,325.

    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).