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WESTWOOD HOLDINGS GROUP INC: SPY position timeline

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

WESTWOOD HOLDINGS GROUP INC held 77,766 SPY 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 77,766 shares
    Change vs previous 13F +26,636 shares

    0.44% of the 13F portfolio, value $58,073,012.

    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 51,130 shares
    Change vs previous 13F -36,437 shares

    0.24% of the 13F portfolio, value $33,251,940.

    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 87,567 shares
    Change vs previous 13F +321 shares

    0.49% of the 13F portfolio, value $59,713,689.

    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 87,246 shares
    Change vs previous 13F +30,359 shares

    0.41% of the 13F portfolio, value $58,121,000.

    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 56,887 shares
    Change vs previous 13F +36,940 shares

    0.25% of the 13F portfolio, value $35,147,633.

    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 19,947 shares
    Change vs previous 13F -39,807 shares

    0.08% of the 13F portfolio, value $11,158,152.

    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 59,754 shares
    Change vs previous 13F -22,803 shares

    0.27% of the 13F portfolio, value $35,020,624.

    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 82,557 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $47,367,904.

    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).