Westwood Holdings shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Westwood Holdings
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Quarterly reported holdings in Westwood Holdings by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 670 | 17.49 |
| 2025-06-30 | $15k | 1.0k | 14.51 |
| 2025-03-31 | $15k | 940 | 16.21 |
| 2024-12-31 | $20k | 1.4k | 14.20 |
| 2024-09-30 | $20k | 1.4k | 14.20 |
| 2024-03-31 | $8.6k | 700 | 12.32 |
| 2023-12-31 | $8.8k | 700 | 12.57 |
| 2023-09-30 | $14k | 1.4k | 10.15 |
| 2023-06-30 | $4.8k | 388 | 12.40 |
| 2023-03-31 | $4.3k | 388 | 11.21 |
| 2022-09-30 | $3.0k | 280 | 10.71 |
| 2022-06-30 | $3.7k | 246 | 14.93 |
| 2022-03-31 | $4.7k | 297 | 15.87 |
| 2021-12-31 | $999 | 62 | 16.13 |
| 2021-09-30 | $999 | 62 | 16.13 |
| 2021-06-30 | $999 | 62 | 16.13 |
| 2021-03-31 | $999 | 62 | 16.13 |
| 2020-12-31 | $999 | 62 | 16.13 |
| 2020-09-30 | $0 | 20 | 0.00 |
| 2020-03-31 | $4.0k | 208 | 19.23 |