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Disclosery

WESTWOOD HOLDINGS GROUP INC: WM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 8,082 WM 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 8,082 shares
    Change vs previous 13F -1,680 shares

    0.01% of the 13F portfolio, value $1,801,315.

    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 9,762 shares
    Change vs previous 13F -221,190 shares

    0.02% of the 13F portfolio, value $2,243,209.

    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 230,952 shares
    Change vs previous 13F -52,278 shares

    0.41% of the 13F portfolio, value $50,742,464.

    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 283,230 shares
    Change vs previous 13F -17,370 shares

    0.45% of the 13F portfolio, value $62,546,000.

    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 300,600 shares
    Change vs previous 13F -13,137 shares

    0.5% of the 13F portfolio, value $68,783,292.

    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 313,737 shares
    Change vs previous 13F -35,117 shares

    0.55% of the 13F portfolio, value $72,633,253.

    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 348,854 shares
    Change vs previous 13F -4,831 shares

    0.54% of the 13F portfolio, value $70,395,249.

    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 353,685 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $73,425,006.

    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).