Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC
- Signature - Title
- Brenden P. Melrose - Chief Compliance Officer
- Location
- Long Beach, CA
- Summary
- This page shows a list of all the recent SCHEDULE 13D/G filings made by HALBERT HARGROVE GLOBAL ADVISORS, LLC.
Follow Filing Activity
Follow HALBERT HARGROVE GLOBAL ADVISORS, LLC and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Useful next steps after a schedule filing
Use the page below that answers the next obvious question about this reporting manager or security.
- Latest 13D/G reports to compare this manager with other current ownership disclosures.
- Latest insider ownership reports if you want insider activity alongside the beneficial ownership record.
- Latest 13F portfolio filings for broader institutional context.
- Latest investment quarter holder pages when the next step is security-level holder history.
Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| NTSX | WisdomTree Trust | US EFFICIENT COR | 24% | $312,117,134 | 5,703,895 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Jan 2023 | ||
| PIMCO Flexible Real Estate Income Fund | Common Shares | 16% | 3,280,171 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Dec 2024 | ||||
| SRRIX | Stone Ridge Trust II | Common Shares | 9.2% | 2,000,811 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 07 Feb 2025 | |||
| LENDX | Stone Ridge Trust V | Common Shares | 6.8% | 2,541,756 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Dec 2024 |
Schedules 13D/G Reported by HALBERT HARGROVE GLOBAL ADVISORS, LLC:
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Filing Date |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.