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Disclosery

HALBERT HARGROVE GLOBAL ADVISORS, LLC: DOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HALBERT HARGROVE GLOBAL ADVISORS, LLC on DOC, newest first. How the timeline and the estimate are built.

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 5,472 DOC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,472 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $117,101.

    13F-HR 0001484205-26-000005 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,472 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $89,905.

    13F-HR 0001484205-26-000004 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,472 shares
    Change vs previous 13F -2,528 shares

    <0.01% of the 13F portfolio, value $87,990.

    13F-HR 0001484205-26-000001 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,000 shares
    Change vs previous 13F +8,000 shares

    0.01% of the 13F portfolio, value $153,200.

    13F-HR 0001484205-25-000012 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -33 shares

    13F-HR 0001484205-25-000009 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 33 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $661.

    13F-HR 0001484205-25-000006 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).