SEC Filing Summary: 13F-HR
Business Context and Reporting Period
Company: WESTWOOD HOLDINGS GROUP INC
Filing Type: 13F-HR (Holdings Report)
Reporting Period: June 30, 2025
Filing Date: August 8, 2025
Location: Dallas, TX
This filing is a quarterly report of institutional investment manager holdings. It discloses the equity securities held by the reporting manager and its related accounts as of the end of the reporting period.
Key Financial Metrics
The 13F-HR filing format does not contain operational financial metrics such as revenue, profit, cash flow, margins, debt, or liquidity for the reporting company or its portfolio. The filing text does not provide a clear value for these items.
Reported Accounts: The filing lists four managed accounts:
- WESTWOOD MANAGEMENT CORP /TX
- Westwood Trust
- Westwood Advisors, L.L.C.
- BROADMARK ASSET MANAGEMENT LLC
Material Changes
The provided text contains only the cover page metadata and does not include the schedule of securities transactions. Therefore, no material changes in holdings versus the prior comparable period can be determined from this input.
Guidance, Outlook, and Risks
13F-HR filings are regulatory disclosures of holdings and do not contain management commentary, forward-looking guidance, risk factors, contingencies, or descriptions of unusual items. The filing text does not provide a clear value for these qualitative disclosures.
Investor Verification Checklist
- Verify the full list of securities held by the four reported accounts in the complete filing schedule.
- Confirm the aggregate value of the reported holdings to assess the scale of the manager's portfolio.
- Review the specific transaction codes (Buy/Sell) for each security to understand recent trading activity.
- Check for any amendments to this filing that may have been submitted after August 8, 2025.