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WESTWOOD HOLDINGS GROUP INC: VTWG position timeline

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

WESTWOOD HOLDINGS GROUP INC held 23,922 VTWG 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 23,922 shares
    Change vs previous 13F -3,416 shares

    0.05% of the 13F portfolio, value $6,881,985.

    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 27,338 shares
    Change vs previous 13F -14,816 shares

    0.05% of the 13F portfolio, value $6,261,519.

    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 42,154 shares
    Change vs previous 13F -22,066 shares

    0.08% of the 13F portfolio, value $9,947,922.

    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 64,220 shares
    Change vs previous 13F -85,923 shares

    0.11% of the 13F portfolio, value $15,013,000.

    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 150,143 shares
    Change vs previous 13F -1,391 shares

    0.23% of the 13F portfolio, value $31,300,311.

    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 151,534 shares
    Change vs previous 13F -52,876 shares

    0.21% of the 13F portfolio, value $28,239,876.

    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 204,410 shares
    Change vs previous 13F -158,520 shares

    0.33% of the 13F portfolio, value $42,954,717.

    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 362,930 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $75,217,243.

    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).