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Disclosery

WESTWOOD HOLDINGS GROUP INC: SRE position timeline

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

WESTWOOD HOLDINGS GROUP INC held 12,367 SRE 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 12,367 shares
    Change vs previous 13F -22,655 shares

    0.01% of the 13F portfolio, value $1,146,545.

    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 35,022 shares
    Change vs previous 13F +2,331 shares

    0.02% of the 13F portfolio, value $3,403,088.

    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 32,691 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,886,288.

    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).