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
State of incorporation
CA
Fiscal year end
31 December
Former names
Halbert, Hargrove/Russell LLC (to 26 Jul 2019)
Halbert Hargrove Global Advisors, Llc has filed 82 SEC EDGAR filings since 23 Feb 2010

Latest Filings

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