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Stephens Consulting, LLC

SEC CIK
0001961632
Latest filing
Jan 13, 2026

WHG holding history

Westwood Holdings Group Inc in every 13F filed by Stephens Consulting, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WHG overviewAll 13F holders of WHGFull Q4 2025 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of WHG by Stephens Consulting, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−106−100.0%Sold outHolders
Q2 2023106$1.31K<0.1%+1+1.0%AddedHolders
Q1 2023105$1.17K<0.1%+2+1.9%AddedHolders
Q4 2022103$1.15K<0.1%+1+1.0%AddedHolders
Q3 2022102$979<0.1%+1+1.0%AddedHolders
Q2 2022101$1.39K<0.1%+1+1.0%AddedHolders
Q1 2022100$1.53K<0.1%+1+1.0%AddedHolders
Q4 202199$1.67K<0.1%–No prior filingHolders