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WESTWOOD HOLDINGS GROUP INC: WMG position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,603,556 WMG 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 1,603,556 shares
    Change vs previous 13F -937,179 shares

    0.33% of the 13F portfolio, value $43,408,266.

    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 2,540,735 shares
    Change vs previous 13F +1,696,417 shares

    0.47% of the 13F portfolio, value $64,890,363.

    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 844,318 shares
    Change vs previous 13F +101,591 shares

    0.21% of the 13F portfolio, value $25,895,233.

    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 742,727 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $25,297,000.

    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).