HALBERT HARGROVE GLOBAL ADVISORS, LLC SEC EDGAR Filings (CIK 0001484205)

SEC EDGAR filings, ownership reports, and insider transactions for HALBERT HARGROVE GLOBAL ADVISORS, LLC.

Business address
111 West Ocean Boulevard, Suite 2300, Long Beach, CA, 90802
Top securities (13F)
IVV, NTSX, LRGF, IWB, IEFA, IEMG, NTSI, INTF, IWM, SPDW, EEM, EFA, SCZ, IWC, VEA, VONE, PYLD, IWV, BOND, and JPIB
Top holdings (Schedule 13G)
SRRIX, PIMCO Flexible Real Estate Income Fund, and LENDX
State of incorporation
CA
Fiscal year end
31 December
Former names
Halbert, Hargrove/Russell LLC (to 26 Jul 2019)
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HALBERT HARGROVE GLOBAL ADVISORS, LLC has filed 82 SEC EDGAR filings since 23 Feb 2010

Latest Filings

Recent SEC filings for HALBERT HARGROVE GLOBAL ADVISORS, LLC including 13F-HR, N-PX, 13F-HR/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2025 30 Sep 2025 028-13854
N-PX Open N-PX document View SEC filing for N-PX 30 Jul 2025 30 Jun 2025 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2025 30 Jun 2025 028-13854
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 17 Jul 2025 31 Dec 2024 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2025 31 Mar 2025 028-13854
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 07 Feb 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 07 Feb 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 07 Feb 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2024 30 Sep 2024 028-13854
SC 13G Open SC 13G document View SEC filing for SC 13G HALBERT HARGROVE GLOBAL ADVISORS, LLC 10 Oct 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 08 Oct 2024
N-PX Open N-PX document View SEC filing for N-PX 14 Aug 2024 30 Jun 2024 028-13854
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 07 Aug 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-13854
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 19 Jul 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 14 May 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-13854
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 28 Mar 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 02 Feb 2024
SC 13G Open SC 13G document View SEC filing for SC 13G HALBERT HARGROVE GLOBAL ADVISORS, LLC 02 Feb 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 02 Feb 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2024 31 Dec 2023 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2023 30 Sep 2023 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2023 31 Mar 2023 028-13854
SC 13G Open SC 13G document View SEC filing for SC 13G HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 Feb 2023
SC 13G Open SC 13G document View SEC filing for SC 13G HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 Feb 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2023 31 Dec 2022 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2022 30 Sep 2022 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2022 30 Jun 2022 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2022 31 Mar 2022 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2021 30 Sep 2021 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2021 30 Jun 2021 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2021 31 Dec 2020 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2020 30 Sep 2020 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2020 30 Jun 2020 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2020 31 Mar 2020 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2020 31 Dec 2019 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2019 30 Jun 2019 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2019 31 Dec 2018 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2018 30 Sep 2018 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2018 31 Mar 2018 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2018 31 Dec 2017 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2017 30 Sep 2017 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2017 30 Jun 2017 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2017 31 Mar 2017 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2017 31 Dec 2016 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2016 30 Sep 2016 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2016 30 Jun 2016 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2016 31 Mar 2016 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2016 31 Dec 2015 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2015 30 Sep 2015 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2015 30 Jun 2015 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2015 31 Mar 2015 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Feb 2015 31 Dec 2014 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2014 30 Sep 2014 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2014 30 Jun 2014 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2014 31 Mar 2014 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2014 31 Dec 2013 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2013 30 Sep 2013 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2013 30 Jun 2013 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 May 2013 31 Mar 2013 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 14 Feb 2013 31 Dec 2012 028-13854
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A HALBERT HARGROVE GLOBAL ADVISORS, LLC 15 Nov 2012 30 Sep 2012 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 08 Nov 2012 30 Sep 2012 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 03 Aug 2012 30 Jun 2012 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 30 Apr 2012 31 Mar 2012 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT HARGROVE GLOBAL ADVISORS, LLC 09 Feb 2012 31 Dec 2011 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 21 Oct 2011 30 Sep 2011 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 25 Jul 2011 30 Jun 2011 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 10 May 2011 31 Mar 2011 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 07 Feb 2011 31 Dec 2010 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 12 Nov 2010 30 Sep 2010 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 28 Jul 2010 30 Jun 2010 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 06 May 2010 31 Mar 2010 028-13854
13F-HR Open 13F-HR document View SEC filing for 13F-HR HALBERT, HARGROVE/RUSSELL LLC 23 Feb 2010 31 Dec 2009 028-13854

About this filer

HALBERT HARGROVE GLOBAL ADVISORS, LLC files with the SEC under CIK 0001484205. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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