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WESTWOOD HOLDINGS GROUP INC: UE position timeline

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

WESTWOOD HOLDINGS GROUP INC held 3,024,783 UE 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 3,024,783 shares
    Change vs previous 13F -520,226 shares

    0.52% of the 13F portfolio, value $69,207,034.

    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 3,545,009 shares
    Change vs previous 13F -268,872 shares

    0.52% of the 13F portfolio, value $70,829,279.

    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 3,813,881 shares
    Change vs previous 13F +135,861 shares

    0.6% of the 13F portfolio, value $73,188,376.

    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 3,678,020 shares
    Change vs previous 13F -265,384 shares

    0.54% of the 13F portfolio, value $75,289,000.

    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 3,943,404 shares
    Change vs previous 13F -1,906 shares

    0.53% of the 13F portfolio, value $73,583,919.

    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 3,945,310 shares
    Change vs previous 13F +1,031,587 shares

    0.57% of the 13F portfolio, value $74,960,890.

    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 2,913,723 shares
    Change vs previous 13F -156,425 shares

    0.48% of the 13F portfolio, value $62,645,045.

    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 3,070,148 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $65,670,466.

    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).