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HALBERT HARGROVE GLOBAL ADVISORS, LLC: JPIB position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 129,182 JPIB 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 129,182 shares
    Change vs previous 13F +1,593 shares

    0.27% of the 13F portfolio, value $6,245,967.

    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 127,589 shares
    Change vs previous 13F -5,064 shares

    0.3% of the 13F portfolio, value $6,101,305.

    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 132,653 shares
    Change vs previous 13F +4,262 shares

    0.31% of the 13F portfolio, value $6,460,210.

    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 128,391 shares
    Change vs previous 13F +1,490 shares

    0.31% of the 13F portfolio, value $6,295,016.

    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 126,901 shares
    Change vs previous 13F +2,433 shares

    0.32% of the 13F portfolio, value $6,169,913.

    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 124,468 shares
    Change vs previous 13F +1,073 shares

    0.34% of the 13F portfolio, value $5,960,756.

    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 123,395 shares
    Change vs previous 13F +3,333 shares

    0.33% of the 13F portfolio, value $5,831,666.

    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 120,062 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,841,612.

    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).