Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: SHLS position timeline

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

WESTWOOD HOLDINGS GROUP INC held 926,734 SHLS 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 926,734 shares
    Change vs previous 13F +295,391 shares

    0.07% of the 13F portfolio, value $9,174,667.

    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 631,343 shares
    Change vs previous 13F +389,828 shares

    0.03% of the 13F portfolio, value $4,154,237.

    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 241,515 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,052,878.

    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).