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WESTWOOD HOLDINGS GROUP INC: XLU position timeline

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

WESTWOOD HOLDINGS GROUP INC held 0 XLU 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 0 shares
    Change vs previous 13F -570,572 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 570,572 shares
    Change vs previous 13F +250,710 shares

    0.19% of the 13F portfolio, value $26,183,549.

    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 319,862 shares
    Change vs previous 13F +159,191 shares

    0.11% of the 13F portfolio, value $13,654,909.

    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 160,671 shares
    Change vs previous 13F -3,115 shares

    0.1% of the 13F portfolio, value $14,012,000.

    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 163,786 shares
    Change vs previous 13F -2,791 shares

    0.1% of the 13F portfolio, value $13,374,765.

    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 166,577 shares
    Change vs previous 13F -9,885 shares

    0.1% of the 13F portfolio, value $13,134,596.

    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 176,462 shares
    Change vs previous 13F +4,382 shares

    0.1% of the 13F portfolio, value $13,356,409.

    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 172,080 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,900,622.

    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).