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Disclosery

WESTWOOD HOLDINGS GROUP INC: SSB position timeline

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

WESTWOOD HOLDINGS GROUP INC held 620,988 SSB 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 620,988 shares
    Change vs previous 13F -392,182 shares

    0.47% of the 13F portfolio, value $62,036,700.

    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 1,013,170 shares
    Change vs previous 13F -37,489 shares

    0.68% of the 13F portfolio, value $93,738,487.

    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 1,050,659 shares
    Change vs previous 13F -229,297 shares

    0.8% of the 13F portfolio, value $98,877,518.

    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 1,279,956 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $126,549,000.

    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).