Skip to content
Disclosery

WESTWOOD HOLDINGS GROUP INC: WEEI position timeline

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

WESTWOOD HOLDINGS GROUP INC held 497,889 WEEI 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 497,889 shares
    Change vs previous 13F -3,210 shares

    0.08% of the 13F portfolio, value $11,010,317.

    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 501,099 shares
    Change vs previous 13F +3,210 shares

    0.09% of the 13F portfolio, value $12,322,025.

    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 497,889 shares
    Change vs previous 13F -20,620 shares

    0.09% of the 13F portfolio, value $10,680,317.

    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 518,509 shares
    Change vs previous 13F -12,541 shares

    0.08% of the 13F portfolio, value $10,991,000.

    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 531,050 shares
    Change vs previous 13F -2,503 shares

    0.08% of the 13F portfolio, value $10,960,872.

    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 533,553 shares
    Change vs previous 13F -2,695 shares

    0.09% of the 13F portfolio, value $12,202,357.

    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 536,248 shares
    Change vs previous 13F +1,406 shares

    0.09% of the 13F portfolio, value $11,727,905.

    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 534,842 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,140,592.

    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).