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Disclosery

WESTWOOD HOLDINGS GROUP INC: SW position timeline

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

WESTWOOD HOLDINGS GROUP INC held 31,605 SW 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 31,605 shares
    Change vs previous 13F -4,854 shares

    0.01% of the 13F portfolio, value $1,462,047.

    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 36,459 shares
    Change vs previous 13F +437 shares

    0.01% of the 13F portfolio, value $1,452,893.

    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 36,022 shares
    Change vs previous 13F +4,902 shares

    0.01% of the 13F portfolio, value $1,392,971.

    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 31,120 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $1,325,000.

    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 30,652 shares
    Change vs previous 13F -661 shares

    0.01% of the 13F portfolio, value $1,322,634.

    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 31,313 shares
    Change vs previous 13F -6,440 shares

    0.01% of the 13F portfolio, value $1,410,964.

    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 37,753 shares
    Change vs previous 13F -1,268 shares

    0.02% of the 13F portfolio, value $2,033,377.

    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 39,021 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,928,418.

    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).