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HALBERT HARGROVE GLOBAL ADVISORS, LLC: SPDW position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1,114,235 SPDW 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 1,114,235 shares
    Change vs previous 13F -41,783 shares

    2.44% of the 13F portfolio, value $56,146,319.

    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 1,156,018 shares
    Change vs previous 13F -432,317 shares

    2.56% of the 13F portfolio, value $52,772,222.

    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 1,588,335 shares
    Change vs previous 13F +4,527 shares

    3.38% of the 13F portfolio, value $70,537,941.

    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 1,583,808 shares
    Change vs previous 13F +18,731 shares

    3.32% of the 13F portfolio, value $67,771,138.

    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 1,565,077 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $63,369,948.

    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).