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HALBERT HARGROVE GLOBAL ADVISORS, LLC: IWC position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 82,329 IWC 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 82,329 shares
    Change vs previous 13F -2,656 shares

    0.72% of the 13F portfolio, value $16,469,061.

    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 84,985 shares
    Change vs previous 13F -2,250 shares

    0.66% of the 13F portfolio, value $13,564,473.

    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 87,235 shares
    Change vs previous 13F -2,675 shares

    0.66% of the 13F portfolio, value $13,756,977.

    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 89,910 shares
    Change vs previous 13F -2,239 shares

    0.66% of the 13F portfolio, value $13,404,613.

    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 92,149 shares
    Change vs previous 13F -9,018 shares

    0.62% of the 13F portfolio, value $11,763,718.

    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 101,167 shares
    Change vs previous 13F +3,703 shares

    0.64% of the 13F portfolio, value $11,220,397.

    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 97,464 shares
    Change vs previous 13F -3,277 shares

    0.71% of the 13F portfolio, value $12,707,322.

    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 100,741 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $12,423,422.

    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).