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WESTWOOD HOLDINGS GROUP INC: WMB position timeline

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

WESTWOOD HOLDINGS GROUP INC held 4,919,835 WMB 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 4,919,835 shares
    Change vs previous 13F +218,637 shares

    2.76% of the 13F portfolio, value $365,740,515.

    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 4,701,198 shares
    Change vs previous 13F +444,889 shares

    2.49% of the 13F portfolio, value $342,153,158.

    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 4,256,309 shares
    Change vs previous 13F +112,661 shares

    2.08% of the 13F portfolio, value $255,846,734.

    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 4,143,648 shares
    Change vs previous 13F +32,041 shares

    1.87% of the 13F portfolio, value $262,500,000.

    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 4,111,607 shares
    Change vs previous 13F +41,905 shares

    1.86% of the 13F portfolio, value $258,250,036.

    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 4,069,702 shares
    Change vs previous 13F -135,722 shares

    1.84% of the 13F portfolio, value $243,205,392.

    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 4,205,424 shares
    Change vs previous 13F -157,506 shares

    1.75% of the 13F portfolio, value $227,597,547.

    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 4,362,930 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $199,167,755.

    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).