HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 18, 2025
Value $
$1.76B
Signature - Title
Brenden Melrose - Chief Compliance Officer
Location
Long Beach, CA
Summary
This page shows a list of all the recent 13F filings made by HALBERT HARGROVE GLOBAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 651 stock holdings with total value $1.76B as of Q1 2025. Top holdings included IVV, NTSX, LRGF, BIL, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 651 $1.76B +$260M -$268M -$8M IVV, NTSX, LRGF, BIL, IEFA 13F-HR 4/17/2025, 05:40 PM
Q4 2024 295 $1.78B +$132M -$104M +$27.5M IVV, NTSX, LRGF, IWB, IEFA 13F-HR 2/5/2025, 05:06 PM
Q3 2024 76 $1.81B +$40.4M -$51M -$10.6M IVV, NTSX, LRGF, IWB, IEFA 13F-HR 10/16/2024, 05:15 PM
Q2 2024 78 $1.7B +$238M -$66.2M +$172M IVV, NTSX, LRGF, IWB, IEFA 13F-HR 7/26/2024, 05:06 PM
Q1 2024 85 $1.51B +$31.9M -$50.8M -$18.9M NTSX, IVV, IWB, IEFA, EFA 13F-HR 4/17/2024, 06:49 PM
Q4 2023 96 $1.46B +$139M -$154M -$14.9M NTSX, IVV, IWB, IEFA, EFA 13F-HR 1/23/2024, 08:45 PM
Q3 2023 102 $1.34B +$156M -$123M +$33.2M IVV, NTSX, IWB, IEFA, USFR 13F-HR 10/13/2023, 09:21 PM
Q2 2023 173 $1.37B +$15.4M -$178M -$162M IVV, NTSX, IWB, IEFA, EFA 13F-HR 8/14/2023, 03:03 PM
Q1 2023 168 $1.48B +$117M -$121M -$4.18M IVV, NTSX, IEFA, LDUR, IWB 13F-HR 4/25/2023, 04:53 PM
Q4 2022 164 $1.4B +$208M -$123M +$85.5M IVV, NTSX, LDUR, BIL, IEFA 13F-HR 1/25/2023, 06:19 AM
Q3 2022 150 $1.27B +$50M -$15.8M +$34.2M IVV, NTSX, LDUR, BIL, SHV 13F-HR 10/24/2022, 04:17 PM
Q2 2022 145 $1.35B +$263M -$106M +$157M IVV, NTSX, LDUR, BIL, IEFA 13F-HR 8/5/2022, 01:51 PM
Q1 2022 162 $1.51B +$121M -$34.2M +$86.9M IVV, NTSX, IEFA, IWB, BOND 13F-HR 5/13/2022, 11:16 AM
Q4 2021 164 $1.57B +$312M -$246M +$65.9M NTSX, IVV, IWB, IEFA, BOND 13F-HR 2/14/2022, 04:01 PM
Q3 2021 147 $1.44B +$21.6M -$76.7M -$55.1M NTSX, IVV, IEFA, IWB, EFA 13F-HR 10/29/2021, 05:13 PM
Q2 2021 147 $1.52B +$52.2M -$6.79M +$45.4M NTSX, IVV, IEFA, IWB, EFA 13F-HR 7/29/2021, 04:11 PM
Q1 2021 128 $1.38B +$36.3M -$18M +$18.4M NTSX, IVV, IEFA, IWB, EFA 13F-HR 5/5/2021, 09:11 PM
Q4 2020 117 $1.32B +$157M -$17.4M +$139M NTSX, IVV, IEFA, IWB, EFA 13F-HR 2/4/2021, 08:48 AM
Q3 2020 98 $1.04B +$421M -$5.5M +$415M NTSX, IVV, IEFA, IWB, EFA 13F-HR 11/9/2020, 07:35 PM
Q2 2020 93 $681M +$267M -$209M +$57.8M NTSX, IWB, SHV, IVV, EEM 13F-HR 8/10/2020, 05:08 PM
Q1 2020 79 $573M +$407M -$161M +$246M BIL, SHV, AGG, NTSX, MUB 13F-HR 5/1/2020, 05:02 PM
Q4 2019 88 $387M +$6.03M -$13.2M -$7.15M IWB, EFA, AGG, MUB, MINT 13F-HR 2/11/2020, 06:25 PM
Q3 2019 83 $376M +$15.1M -$7M +$8.08M IWB, EFA, AGG, MUB, EEM 13F-HR 11/12/2019, 09:27 AM
Q2 2019 79 $368M +$341M -$1.92M +$339M IWB, EFA, AGG, MUB, MINT 13F-HR 7/25/2019, 05:54 PM
Q1 2019 42 $28.4M +$4.38M -$2.12M +$2.26M MINT, DGS, AAPL, XOM, AMZN 13F-HR 5/13/2019, 01:34 PM
Q4 2018 74 $435M +$175M -$102M +$72.7M BIL, SHV, AGG, MUB, EEM 13F-HR 2/11/2019, 06:03 AM
Q3 2018 75 $385M +$5.57M -$7.74M -$2.17M IWB, SHV, AGG, MUB, DGS 13F-HR 10/31/2018, 05:26 PM
Q2 2018 74 $380M +$98.1M -$94.7M +$3.4M IWB, SHV, AGG, MUB, DGS 13F-HR 8/10/2018, 11:09 AM
Q1 2018 72 $377M +$11M -$9.02M +$1.94M IWB, EFA, AGG, MUB, DGS 13F-HR 5/1/2018, 09:11 AM
Q4 2017 71 $382M +$15.2M -$5.86M +$9.32M IWB, EFA, AGG, MUB, DGS 13F-HR 2/1/2018, 03:22 PM
Q3 2017 66 $363M +$2.34M -$23.9M -$21.6M IWB, EFA, AGG, MUB, DGS 13F-HR 11/2/2017, 11:44 AM
Q2 2017 67 $376M +$7.54M -$27.8M -$20.3M IWB, EFA, AGG, MUB, DGS 13F-HR 8/4/2017, 09:57 AM
Q1 2017 78 $393M +$18.2M -$2.71M +$15.5M IWB, EFA, AGG, MUB, DGS 13F-HR 5/3/2017, 08:33 PM
Q4 2016 72 $360M +$12.2M -$1.04M +$11.1M IWB, EFA, AGG, MUB, DGS 13F-HR 2/9/2017, 10:44 AM
Q3 2016 68 $356M +$76.9M -$5.11M +$71.8M IWB, EFA, AGG, MUB, DGS 13F-HR 11/9/2016, 03:42 PM
Q2 2016 74 $349M +$119M -$50.3M +$68.4M IWB, AGG, SHV, MUB, DGS 13F-HR 8/8/2016, 09:05 AM
Q1 2016 79 $278M +$88.3M -$19.6M +$68.6M AGG, IWB, DGS, EFA, VNQ 13F-HR 5/12/2016, 12:58 PM
Q4 2015 98 $233M +$44.6M -$11.8M +$32.7M AGG, DGS, IEFA, EFA, IWB 13F-HR 2/2/2016, 07:47 PM
Q3 2015 100 $204M +$17.6M -$174M -$156M AGG, DGS, IWB, EFA, VNQ 13F-HR 11/12/2015, 05:07 AM
Q2 2015 179 $411M +$115M -$8.58M +$107M AGG, IWB, EFA, DGS, VNQ 13F-HR 8/10/2015, 09:49 PM
Q1 2015 179 $312M +$119M -$8.65M +$110M IWB, EFA, DGS, VNQ, SCZ 13F-HR 5/1/2015, 04:45 PM
Q4 2014 136 $201M +$7.95M -$13M -$5.06M IWB, DGS, EFA, SCZ, EEM 13F-HR 2/17/2015, 08:50 PM
Q3 2014 131 $203M +$12.8M -$122M -$109M IWB, DGS, EFA, SCZ, VNQ 13F-HR 11/12/2014, 04:09 PM
Q2 2014 113 $328M +$5.8M -$5.77M +$33.2K IWB, EFA, SCZ, DGS, VO 13F-HR 8/8/2014, 03:35 PM
Q1 2014 127 $325M +$4.78M -$3.34M +$1.44M IWB, EFA, SCZ, DGS, VO 13F-HR 5/2/2014, 06:57 AM
Q4 2013 124 $324M IWB, EFA, SCZ, DGS, VO 13F-HR 2/7/2014, 12:28 PM