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WESTWOOD HOLDINGS GROUP INC: WES position timeline

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

WESTWOOD HOLDINGS GROUP INC held 2,183,188 WES 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 2,183,188 shares
    Change vs previous 13F +40,255 shares

    0.72% of the 13F portfolio, value $95,536,327.

    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 2,142,933 shares
    Change vs previous 13F +2,099,796 shares

    0.64% of the 13F portfolio, value $88,224,566.

    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 43,137 shares
    Change vs previous 13F -1,805,168 shares

    0.01% of the 13F portfolio, value $1,703,912.

    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 1,848,305 shares
    Change vs previous 13F +39,903 shares

    0.52% of the 13F portfolio, value $72,619,903.

    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 1,808,402 shares
    Change vs previous 13F -62,842 shares

    0.5% of the 13F portfolio, value $69,985,157.

    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 1,871,244 shares
    Change vs previous 13F -898,143 shares

    0.58% of the 13F portfolio, value $76,646,154.

    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 2,769,387 shares
    Change vs previous 13F -2,165,465 shares

    0.82% of the 13F portfolio, value $106,427,542.

    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 4,934,852 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $188,807,438.

    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).