Westwood Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Westwood Wealth Management going back to Feb. 14, 2022
- Westwood Wealth Management 2026 Q1 - filed May 11, 2026 - new!
- Westwood Wealth Management 2025 Q4 - filed Jan. 20, 2026
- Westwood Wealth Management 2025 Q3 - filed Oct. 24, 2025
- Westwood Wealth Management 2025 Q2 - filed Aug. 5, 2025
- Westwood Wealth Management 2025 Q1 - filed May 14, 2025
- Westwood Wealth Management 2024 Q4 - filed Feb. 13, 2025
- Westwood Wealth Management 2024 Q3 - filed Nov. 12, 2024
- Westwood Wealth Management 2024 Q2 - filed Aug. 14, 2024
- Westwood Wealth Management 2024 Q1 - filed May 1, 2024
- Westwood Wealth Management 2023 Q4 - filed Feb. 12, 2024
- Westwood Wealth Management 2023 Q3 - filed Nov. 8, 2023
- Westwood Wealth Management 2023 Q2 - filed July 26, 2023
- Westwood Wealth Management 2023 Q1 - filed April 25, 2023
- Westwood Wealth Management 2022 Q4 - filed Feb. 14, 2023
- Westwood Wealth Management 2022 Q3 - filed Nov. 14, 2022
- Westwood Wealth Management 2022 Q2 - filed Aug. 5, 2022
- Westwood Wealth Management 2022 Q1 - filed May 11, 2022
- Westwood Wealth Management 2021 Q4 - filed Feb. 14, 2022