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WESTWOOD HOLDINGS GROUP INC: WSM position timeline

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

WESTWOOD HOLDINGS GROUP INC held 15,540 WSM 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 15,540 shares
    Change vs previous 13F -13,076 shares

    0.03% of the 13F portfolio, value $3,622,373.

    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 28,616 shares
    Change vs previous 13F +15,395 shares

    0.04% of the 13F portfolio, value $5,217,555.

    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 13,221 shares
    Change vs previous 13F +1,897 shares

    0.02% of the 13F portfolio, value $2,361,138.

    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 11,324 shares
    Change vs previous 13F -1,338 shares

    0.02% of the 13F portfolio, value $2,213,000.

    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 12,662 shares
    Change vs previous 13F -237 shares

    0.01% of the 13F portfolio, value $2,068,591.

    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 12,899 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $2,039,332.

    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 13,086 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,423,265.

    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 13,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,027,283.

    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).