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WESTWOOD HOLDINGS GROUP INC: SXI position timeline

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

WESTWOOD HOLDINGS GROUP INC held 218,250 SXI 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 218,250 shares
    Change vs previous 13F -76,640 shares

    0.59% of the 13F portfolio, value $78,061,477.

    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 294,890 shares
    Change vs previous 13F -27,512 shares

    0.55% of the 13F portfolio, value $75,155,665.

    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 322,402 shares
    Change vs previous 13F +129,788 shares

    0.57% of the 13F portfolio, value $70,051,507.

    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 192,614 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $40,815,000.

    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).