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WESTWOOD HOLDINGS GROUP INC: WEC position timeline

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

WESTWOOD HOLDINGS GROUP INC held 512,469 WEC 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 512,469 shares
    Change vs previous 13F -226,721 shares

    0.45% of the 13F portfolio, value $59,841,030.

    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 739,190 shares
    Change vs previous 13F -26,521 shares

    0.62% of the 13F portfolio, value $85,576,043.

    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 765,711 shares
    Change vs previous 13F -125,293 shares

    0.66% of the 13F portfolio, value $80,751,882.

    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 891,004 shares
    Change vs previous 13F -96,619 shares

    0.73% of the 13F portfolio, value $102,100,000.

    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 987,623 shares
    Change vs previous 13F -62,823 shares

    0.74% of the 13F portfolio, value $102,910,317.

    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 1,050,446 shares
    Change vs previous 13F -111,812 shares

    0.86% of the 13F portfolio, value $114,477,605.

    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 1,162,258 shares
    Change vs previous 13F -55,167 shares

    0.84% of the 13F portfolio, value $109,298,742.

    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 1,217,425 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $117,091,937.

    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).