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WESTWOOD HOLDINGS GROUP INC: WAL position timeline

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

WESTWOOD HOLDINGS GROUP INC held 5,325 WAL 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 5,325 shares
    Change vs previous 13F -1,095 shares

    <0.01% of the 13F portfolio, value $437,715.

    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 6,420 shares
    Change vs previous 13F -208,056 shares

    <0.01% of the 13F portfolio, value $454,892.

    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 214,476 shares
    Change vs previous 13F -17,296 shares

    0.15% of the 13F portfolio, value $18,030,997.

    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 231,772 shares
    Change vs previous 13F -10,465 shares

    0.14% of the 13F portfolio, value $20,099,000.

    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 242,237 shares
    Change vs previous 13F -14,990 shares

    0.14% of the 13F portfolio, value $18,889,641.

    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 257,227 shares
    Change vs previous 13F -9,963 shares

    0.15% of the 13F portfolio, value $19,762,750.

    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 267,190 shares
    Change vs previous 13F -14,801 shares

    0.17% of the 13F portfolio, value $22,321,053.

    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 281,991 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $24,389,402.

    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).