WESTWOOD HOLDINGS GROUP INC: SJM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 0 SJM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -52,416 shares
13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F/A 52,416 shares
Change vs previous 13F -4,400 shares
0.04% of the 13F portfolio, value $5,147,251.
13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 56,816 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $6,727,583.
13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 56,816 shares
Change vs previous 13F 0 shares
0.05% of the 13F portfolio, value $6,256,578.
13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 56,816 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,880,418.
13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).