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HALBERT HARGROVE GLOBAL ADVISORS, LLC: IWB position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 15,153 IWB 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 15,153 shares
    Change vs previous 13F -3,834 shares

    0.27% of the 13F portfolio, value $6,205,114.

    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 18,987 shares
    Change vs previous 13F -455,154 shares

    0.33% of the 13F portfolio, value $6,770,123.

    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 474,141 shares
    Change vs previous 13F +424 shares

    8.47% of the 13F portfolio, value $177,063,299.

    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 473,717 shares
    Change vs previous 13F +7,252 shares

    8.47% of the 13F portfolio, value $173,133,967.

    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 466,465 shares
    Change vs previous 13F +450,287 shares

    8.32% of the 13F portfolio, value $158,397,584.

    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).

  6. period ended2025-03-31
    13F 16,178 shares
    Change vs previous 13F -492,301 shares

    0.28% of the 13F portfolio, value $4,962,375.

    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).

  7. period ended2024-12-31
    13F/A 508,479 shares
    Change vs previous 13F -5,650 shares

    9.19% of the 13F portfolio, value $163,811,602.

    13F-HR/A 0001484205-25-000008 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).

  8. period ended2024-09-30
    13F 514,129 shares
    Change vs previous 13F not available

    8.95% of the 13F portfolio, value $161,637,161.

    13F-HR 0001221073-24-000083 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).