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HALBERT HARGROVE GLOBAL ADVISORS, LLC: WIMA position timeline

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC held 1,600,768 WIMA 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 1,600,768 shares
    Change vs previous 13F +69,153 shares

    2.93% of the 13F portfolio, value $67,367,512.

    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 1,531,615 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $59,896,715.

    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).