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Advisor OS, LLC WHG Position History
Westwood Holdings Group, Inc.
Quarters held
3
Latest value
$309K
Q3 2026
Peak value
$380K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $330K |
| Q2 2026 | $380K |
| Q3 2026 | $309K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $309K | 16.6K | — | — |
| Q2 2026 | $380K | 19.8K | — | — |
| Q1 2026 | $330K | 20.0K | — | — |