$1.29 Billion is the total value of HALBERT HARGROVE GLOBAL ADVISORS, LLC's 222 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $181,178,000 | -3.8% | 505,167 | +1.7% | 14.00% | +0.2% |
| NTSX | Buy | WISDOMTREE TRus efficient cor | $156,854,000 | -7.4% | 5,129,312 | +1.0% | 12.12% | -3.5% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $121,143,000 | +1.0% | 1,279,099 | +2.4% | 9.36% | +5.2% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $109,039,000 | -0.1% | 1,190,385 | -0.2% | 8.42% | +4.2% |
| SHV | Sell | ISHARES TRshort treas bd | $98,369,000 | -0.3% | 894,260 | -0.2% | 7.60% | +3.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $89,172,000 | -13.2% | 1,693,023 | -3.0% | 6.89% | -9.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $80,233,000 | -2.3% | 1,866,751 | +11.5% | 6.20% | +1.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $58,748,000 | -0.4% | 356,220 | +2.3% | 4.54% | +3.8% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $52,502,000 | -2.8% | 1,172,447 | +4.2% | 4.06% | +1.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $50,667,000 | -20.3% | 1,452,617 | -8.4% | 3.91% | -17.0% |
| NTSI | Buy | WISDOMTREE TRinternationl efi | $41,988,000 | -6.3% | 1,545,393 | +6.7% | 3.24% | -2.4% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $29,040,000 | -10.0% | 595,331 | +0.7% | 2.24% | -6.2% |
| IWC | Sell | ISHARES TRmicro-cap etf | $20,371,000 | -3.0% | 197,029 | -2.4% | 1.57% | +1.2% |
| NTSE | Sell | WISDOMTREE TRemerging markets | $20,259,000 | -18.8% | 841,124 | -4.1% | 1.56% | -15.4% |
| LRGF | Buy | ISHARES TRu s equity factr | $13,919,000 | +69.6% | 384,277 | +77.5% | 1.08% | +76.8% |
| USRT | Buy | ISHARES TRcre u s reit etf | $13,685,000 | -10.4% | 288,095 | +0.8% | 1.06% | -6.6% |
| AAPL | Sell | APPLE INC | $12,656,000 | +0.9% | 91,577 | -0.1% | 0.98% | +5.3% |
| IFGL | Sell | ISHARES TRintl dev re etf | $9,465,000 | -27.4% | 497,115 | -14.4% | 0.73% | -24.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $9,334,000 | +15.5% | 256,715 | +29.6% | 0.72% | +20.4% |
| INTF | Buy | ISHARES TRintl eqty factor | $7,730,000 | +80.7% | 369,149 | +103.1% | 0.60% | +88.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $7,472,000 | +7.3% | 75,578 | +7.6% | 0.58% | +11.8% |
| IWV | ISHARES TRrussell 3000 etf | $6,946,000 | -4.8% | 33,549 | 0.0% | 0.54% | -0.7% | |
| MSFT | Buy | MICROSOFT CORP | $5,877,000 | -8.1% | 25,234 | +1.3% | 0.45% | -4.2% |
| ABNB | Buy | AIRBNB INC | $5,435,000 | +43.6% | 51,742 | +21.7% | 0.42% | +49.5% |
| ABNB | Buy | AIRBNB INCput | $5,252,000 | +200.8% | 50,000 | +155.1% | 0.41% | +214.7% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $5,040,000 | -50.4% | 30,849 | -47.8% | 0.39% | -48.3% |
| ESGU | Sell | ISHARES TResg awr msci usa | $3,575,000 | -7.2% | 45,020 | -1.9% | 0.28% | -3.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $3,273,000 | +10.8% | 16,584 | +16.6% | 0.25% | +15.5% |
| AMZN | Buy | AMAZON COM INC | $2,954,000 | +9.1% | 26,143 | +2.6% | 0.23% | +13.4% |
| AAPL | APPLE INCput | $2,847,000 | +1.1% | 20,600 | 0.0% | 0.22% | +5.3% | |
| JPIB | Buy | J P MORGAN EXCHANGE TRADED Fintl bd opp etf | $2,627,000 | +4.9% | 59,077 | +6.0% | 0.20% | +9.1% |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $2,564,000 | +2.4% | 21,844 | -1.3% | 0.20% | +6.5% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $2,467,000 | +242.2% | 64,659 | +296.9% | 0.19% | +260.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,085,000 | -0.4% | 7,806 | +1.9% | 0.16% | +3.9% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $1,818,000 | -18.3% | 77,400 | -16.2% | 0.14% | -15.2% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,805,000 | -11.6% | 27,097 | -9.3% | 0.14% | -7.9% |
| MSFT | MICROSOFT CORPput | $1,607,000 | -9.3% | 6,900 | 0.0% | 0.12% | -5.3% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,540,000 | -11.2% | 16,106 | +1923.4% | 0.12% | -7.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,373,000 | -18.0% | 24,510 | -8.5% | 0.11% | -14.5% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,326,000 | +24.2% | 14,286 | +38.0% | 0.10% | +29.1% |
| LLY | Buy | LILLY ELI & CO | $1,263,000 | +0.1% | 3,906 | +0.3% | 0.10% | +4.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,244,000 | -15.4% | 12,941 | +1825.7% | 0.10% | -11.9% |
| TSLA | Buy | TESLA INC | $1,194,000 | +23.6% | 4,504 | +214.1% | 0.09% | +27.8% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $1,084,000 | +12.6% | 7,484 | +0.9% | 0.08% | +18.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,056,000 | +1.1% | 2,090 | +2.7% | 0.08% | +6.5% |
| V | Sell | VISA INC | $1,021,000 | -11.0% | 5,744 | -1.4% | 0.08% | -7.1% |
| TT | TRANE TECHNOLOGIES PLCput | $1,014,000 | +11.6% | 7,000 | 0.0% | 0.08% | +16.4% | |
| ZION | Sell | ZIONS BANCORPORATION N A | $999,000 | -0.2% | 19,644 | -0.1% | 0.08% | +4.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $995,000 | -6.8% | 6,092 | +1.3% | 0.08% | -2.5% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $897,000 | -5.3% | 14,251 | -0.0% | 0.07% | -1.4% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $870,000 | -8.7% | 33,812 | +0.2% | 0.07% | -5.6% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $872,000 | -10.7% | 15,541 | -0.1% | 0.07% | -6.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $838,000 | +3.8% | 8,021 | +11.9% | 0.06% | +8.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $832,000 | -16.5% | 26,501 | +0.7% | 0.06% | -13.5% |
| FB | Buy | META PLATFORMS INCcl a | $820,000 | -12.2% | 6,037 | +4.2% | 0.06% | -8.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $821,000 | -5.8% | 1,739 | -4.4% | 0.06% | -3.1% |
| SDG | Sell | ISHARES TRmsci gbl sus dev | $735,000 | -12.7% | 10,378 | -1.6% | 0.06% | -8.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $744,000 | +67.6% | 2,783 | +75.9% | 0.06% | +72.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $723,000 | -32.9% | 26,144 | -21.6% | 0.06% | -30.0% |
| MCD | Buy | MCDONALDS CORP | $715,000 | -2.3% | 3,097 | +4.5% | 0.06% | +1.9% |
| LLY | LILLY ELI & COput | $711,000 | -0.3% | 2,200 | 0.0% | 0.06% | +3.8% | |
| HD | Buy | HOME DEPOT INC | $703,000 | +9.7% | 2,547 | +8.8% | 0.05% | +12.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $691,000 | -4.0% | 5,592 | +2.4% | 0.05% | 0.0% |
| MMM | Sell | 3M CO | $680,000 | -17.6% | 6,150 | -3.6% | 0.05% | -13.1% |
| BAC | Buy | BK OF AMERICA CORP | $662,000 | +16.3% | 21,937 | +20.0% | 0.05% | +21.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $654,000 | -6.2% | 1,289 | +0.5% | 0.05% | -1.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $604,000 | -13.8% | 4,787 | -1.8% | 0.05% | -9.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $593,000 | -11.5% | 2,084 | -1.9% | 0.05% | -8.0% |
| SWAN | Sell | AMPLIFY ETF TRblackswan grwt | $584,000 | -10.8% | 23,524 | -3.1% | 0.04% | -8.2% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $589,000 | – | 16,154 | +100.0% | 0.04% | – |
| PEP | Buy | PEPSICO INC | $560,000 | +1.4% | 3,428 | +3.4% | 0.04% | +4.9% |
| NVDA | Sell | NVIDIA CORPORATION | $542,000 | -29.2% | 4,467 | -11.5% | 0.04% | -26.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $535,000 | -11.7% | 1,499 | -6.7% | 0.04% | -8.9% |
| XOM | Buy | EXXON MOBIL CORP | $534,000 | +14.8% | 6,111 | +12.5% | 0.04% | +20.6% |
| K | Buy | KELLOGG CO | $503,000 | -1.9% | 7,228 | +0.7% | 0.04% | +2.6% |
| PFE | Sell | PFIZER INC | $504,000 | -18.0% | 11,506 | -2.0% | 0.04% | -15.2% |
| DVY | Buy | ISHARES TRselect divid etf | $447,000 | -7.8% | 4,170 | +1.2% | 0.04% | -2.8% |
| AMZN | AMAZON COM INCcall | $452,000 | +6.4% | 4,000 | 0.0% | 0.04% | +9.4% | |
| CVX | Buy | CHEVRON CORP NEW | $448,000 | +12.3% | 3,114 | +13.0% | 0.04% | +16.7% |
| NFLX | Buy | NETFLIX INC | $429,000 | +44.0% | 1,823 | +7.0% | 0.03% | +50.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $419,000 | -4.8% | 4,352 | +0.6% | 0.03% | -3.0% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $416,000 | +47.0% | 8,950 | +54.8% | 0.03% | +52.4% |
| ABBV | Buy | ABBVIE INC | $418,000 | -8.5% | 3,115 | +4.4% | 0.03% | -5.9% |
| HON | Sell | HONEYWELL INTL INC | $406,000 | -4.5% | 2,430 | -0.5% | 0.03% | -3.1% |
| WFC | Buy | WELLS FARGO CO NEW | $397,000 | +14.7% | 9,873 | +11.8% | 0.03% | +19.2% |
| ANTM | Sell | ELEVANCE HEALTH INC | $399,000 | -6.1% | 879 | -0.1% | 0.03% | -3.1% |
| MRK | Buy | MERCK & CO INC | $386,000 | +6.6% | 4,486 | +13.1% | 0.03% | +11.1% |
| CSCO | Buy | CISCO SYS INC | $391,000 | -1.3% | 9,786 | +5.3% | 0.03% | +3.4% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $385,000 | -5.9% | 4,052 | +0.7% | 0.03% | 0.0% |
| DHR | Buy | DANAHER CORPORATION | $379,000 | +2.4% | 1,469 | +0.7% | 0.03% | +7.4% |
| CVS | Buy | CVS HEALTH CORP | $361,000 | +11.4% | 3,789 | +8.3% | 0.03% | +16.7% |
| TXN | Buy | TEXAS INSTRS INC | $360,000 | +2.9% | 2,323 | +2.1% | 0.03% | +7.7% |
| LOW | Sell | LOWES COS INC | $350,000 | +5.4% | 1,861 | -2.0% | 0.03% | +8.0% |
| NEE | Buy | NEXTERA ENERGY INC | $355,000 | +11.6% | 4,525 | +10.2% | 0.03% | +12.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $344,000 | +32.8% | 1,633 | +37.9% | 0.03% | +42.1% |
| KO | Buy | COCA COLA CO | $331,000 | -4.3% | 5,907 | +7.3% | 0.03% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $336,000 | +10.2% | 4,186 | +25.2% | 0.03% | +13.0% |
| DIS | Buy | DISNEY WALT CO | $332,000 | +9.9% | 3,515 | +10.0% | 0.03% | +18.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $320,000 | +8.5% | 1,244 | +17.4% | 0.02% | +13.6% |
| SHOP | Buy | SHOPIFY INCcl a | $328,000 | -13.7% | 12,171 | +0.0% | 0.02% | -10.7% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $307,000 | -5.2% | 7,257 | 0.0% | 0.02% | 0.0% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $307,000 | -16.3% | 3,744 | -2.2% | 0.02% | -11.1% |
| ORCL | Buy | ORACLE CORP | $311,000 | -9.9% | 5,087 | +3.1% | 0.02% | -7.7% |
| UNP | Buy | UNION PAC CORP | $312,000 | -6.6% | 1,602 | +2.3% | 0.02% | -4.0% |
| SBUX | Buy | STARBUCKS CORP | $298,000 | +20.2% | 3,540 | +8.8% | 0.02% | +27.8% |
| QCOM | Buy | QUALCOMM INC | $297,000 | -7.5% | 2,629 | +4.6% | 0.02% | -4.2% |
| AVGO | Sell | BROADCOM INC | $304,000 | -13.6% | 683 | -5.8% | 0.02% | -11.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $295,000 | -6.9% | 1,373 | +10.8% | 0.02% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $301,000 | -24.6% | 1,092 | +0.2% | 0.02% | -23.3% |
| BMY | BRISTOL-MYERS SQUIBB CO | $281,000 | -7.6% | 3,954 | 0.0% | 0.02% | -4.3% | |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $285,000 | -11.2% | 6,553 | +0.2% | 0.02% | -8.3% |
| WMT | Buy | WALMART INC | $288,000 | +8.7% | 2,227 | +2.0% | 0.02% | +10.0% |
| BGRN | Buy | ISHARES TRusd grn bond etf | $280,000 | -4.1% | 6,148 | +0.5% | 0.02% | 0.0% |
| AVAV | AEROVIRONMENT INC | $282,000 | +1.4% | 3,391 | 0.0% | 0.02% | +4.8% | |
| U | New | UNITY SOFTWARE INC | $290,000 | – | 9,113 | +100.0% | 0.02% | – |
| INTU | Buy | INTUIT | $286,000 | +4.0% | 739 | +3.6% | 0.02% | +10.0% |
| AMGN | Buy | AMGEN INC | $272,000 | -2.9% | 1,208 | +4.9% | 0.02% | 0.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $268,000 | -1.8% | 8,816 | +1.5% | 0.02% | +5.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $270,000 | -21.1% | 4,264 | -4.6% | 0.02% | -16.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $265,000 | +4.3% | 904 | +5.9% | 0.02% | +5.3% |
| ABT | Buy | ABBOTT LABS | $259,000 | -1.9% | 2,671 | +10.3% | 0.02% | 0.0% |
| MS | Sell | MORGAN STANLEY | $260,000 | +3.6% | 3,290 | -0.5% | 0.02% | +5.3% |
| UNH | UNITEDHEALTH GROUP INCput | $253,000 | -1.6% | 500 | 0.0% | 0.02% | +5.3% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $265,000 | -3.3% | 1,240 | +1.0% | 0.02% | 0.0% |
| NKE | Sell | NIKE INCcl b | $244,000 | -21.8% | 2,937 | -3.7% | 0.02% | -17.4% |
| ZTS | Sell | ZOETIS INCcl a | $246,000 | -14.3% | 1,656 | -0.8% | 0.02% | -9.5% |
| COP | Buy | CONOCOPHILLIPS | $243,000 | +19.1% | 2,380 | +4.9% | 0.02% | +26.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $252,000 | -17.6% | 1,403 | -13.7% | 0.02% | -17.4% |
| VGT | VANGUARD WORLD FDSinf tech etf | $229,000 | -6.1% | 746 | 0.0% | 0.02% | 0.0% | |
| YUM | Buy | YUM BRANDS INC | $232,000 | -4.5% | 2,180 | +1.9% | 0.02% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $227,000 | -9.9% | 4,135 | +1.8% | 0.02% | -5.3% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $236,000 | – | 1,043 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL | $227,000 | – | 1,413 | +100.0% | 0.02% | – |
| U | New | UNITY SOFTWARE INCput | $239,000 | – | 7,500 | +100.0% | 0.02% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $227,000 | -0.9% | 1,406 | +11.9% | 0.02% | +5.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $222,000 | -5.5% | 1,646 | +0.5% | 0.02% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $219,000 | +5.3% | 1,537 | +1.5% | 0.02% | +13.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $224,000 | -10.0% | 1,886 | +7.0% | 0.02% | -5.6% |
| T | Buy | AT&T INC | $224,000 | -25.6% | 14,604 | +2.0% | 0.02% | -22.7% |
| DVN | New | DEVON ENERGY CORP NEW | $223,000 | – | 3,714 | +100.0% | 0.02% | – |
| CB | Sell | CHUBB LIMITED | $226,000 | -7.8% | 1,244 | -0.5% | 0.02% | -5.6% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $204,000 | -8.9% | 5,124 | +2.0% | 0.02% | -5.9% |
| DG | Buy | DOLLAR GEN CORP NEW | $211,000 | -1.9% | 882 | +0.7% | 0.02% | 0.0% |
| DE | New | DEERE & CO | $208,000 | – | 624 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $204,000 | – | 2,367 | +100.0% | 0.02% | – |
| SCHW | New | SCHWAB CHARLES CORP | $206,000 | – | 2,857 | +100.0% | 0.02% | – |
| TMUS | New | T-MOBILE US INC | $202,000 | – | 1,506 | +100.0% | 0.02% | – |
| IR | Buy | INGERSOLL RAND INC | $197,000 | +4.2% | 4,553 | +1.6% | 0.02% | +7.1% |
| IWD | New | ISHARES TRrus 1000 val etf | $200,000 | – | 1,474 | +100.0% | 0.02% | – |
| GNOM | New | GLOBAL X FDSgenomic biotech | $175,000 | – | 13,908 | +100.0% | 0.01% | – |
| IR | INGERSOLL RAND INCput | $173,000 | +3.0% | 4,000 | 0.0% | 0.01% | +8.3% | |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $24,000 | – | 10,768 | +100.0% | 0.00% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,065 | -100.0% | -0.02% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -442 | -100.0% | -0.02% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -4,145 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,032 | -100.0% | -0.02% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -5,066 | -100.0% | -0.02% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -7,485 | -100.0% | -0.02% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,811 | -100.0% | -0.03% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 5.3% |
| VISA INC | 42 | Q3 2023 | 2.0% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 1.1% |
| ISHARES TR | 41 | Q3 2023 | 49.5% |
| ISHARES TR | 41 | Q3 2023 | 28.5% |
| ISHARES TR | 41 | Q3 2023 | 8.4% |
| ISHARES TR | 41 | Q3 2023 | 0.9% |
| ISHARES TR | 41 | Q3 2023 | 1.3% |
| AMAZON COM INC | 41 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 40 | Q3 2023 | 0.9% |
View HALBERT HARGROVE GLOBAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| SC 13G/A | 2024-03-28 |
| SC 13G/A | 2024-02-02 |
| SC 13G/A | 2024-02-02 |
| SC 13G | 2024-02-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-25 |
| SC 13G | 2023-02-13 |
View HALBERT HARGROVE GLOBAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.