HALBERT HARGROVE GLOBAL ADVISORS, LLC: ZION position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HALBERT HARGROVE GLOBAL ADVISORS, LLC on ZION, newest first. How the timeline and the estimate are built.
HALBERT HARGROVE GLOBAL ADVISORS, LLC held 19,109 ZION shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 19,109 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,322,152.
13F-HR 0001484205-26-000005 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,109 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $1,101,061.
13F-HR 0001484205-26-000004 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,109 sharesChange vs previous 13F -76 shares
0.05% of the 13F portfolio, value $1,118,641.
13F-HR 0001484205-26-000001 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,185 sharesChange vs previous 13F +76 shares
0.05% of the 13F portfolio, value $1,085,488.
13F-HR 0001484205-25-000012 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,109 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $992,522.
13F-HR 0001484205-25-000009 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,109 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $952,775.
13F-HR 0001484205-25-000006 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 19,109 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $1,036,664.
13F-HR/A 0001484205-25-000008 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,109 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $902,327.
13F-HR 0001221073-24-000083 filed by HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).