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HALBERT HARGROVE GLOBAL ADVISORS, LLC: MSFT position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 5,419 MSFT 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 5,419 shares
    Change vs previous 13F -2,551 shares

    0.09% of the 13F portfolio, value $2,021,475.

    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 7,970 shares
    Change vs previous 13F -483 shares

    0.14% of the 13F portfolio, value $2,950,358.

    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 8,453 shares
    Change vs previous 13F -362 shares

    0.2% of the 13F portfolio, value $4,088,174.

    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 8,815 shares
    Change vs previous 13F +500 shares

    0.22% of the 13F portfolio, value $4,565,534.

    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 8,315 shares
    Change vs previous 13F -2,151 shares

    0.22% of the 13F portfolio, value $4,136,102.

    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 10,466 shares
    Change vs previous 13F -4,960 shares

    0.22% of the 13F portfolio, value $3,928,959.

    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 15,426 shares
    Change vs previous 13F -6,347 shares

    0.36% of the 13F portfolio, value $6,501,842.

    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 21,773 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,368,901.

    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).