HALBERT HARGROVE GLOBAL ADVISORS, LLC: WAMA position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 7,039,294 WAMA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 7,039,294 shares
Change vs previous 13F +85,571 shares
8.01% of the 13F portfolio, value $184,272,516.
13F-HR 0001484205-26-000005 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,953,723 shares
Change vs previous 13F not available
8.13% of the 13F portfolio, value $167,314,225.
13F-HR 0001484205-26-000004 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).