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WESTWOOD HOLDINGS GROUP INC: SOBO position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,004,618 SOBO 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 1,004,618 shares
    Change vs previous 13F -187,317 shares

    0.27% of the 13F portfolio, value $35,402,738.

    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 1,191,935 shares
    Change vs previous 13F +114,649 shares

    0.29% of the 13F portfolio, value $39,715,274.

    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 1,077,286 shares
    Change vs previous 13F +34,247 shares

    0.24% of the 13F portfolio, value $29,593,046.

    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 1,043,039 shares
    Change vs previous 13F -66,307 shares

    0.21% of the 13F portfolio, value $29,508,000.

    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 1,109,346 shares
    Change vs previous 13F +145,037 shares

    0.21% of the 13F portfolio, value $28,743,155.

    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 964,309 shares
    Change vs previous 13F +586,999 shares

    0.19% of the 13F portfolio, value $24,609,166.

    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 377,310 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,893,197.

    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).