Notify me when HALBERT HARGROVE GLOBAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 353 | $2,090,011,250 | +$19,230,313 | -$18,739,096 | +$491,217 | IVV, NTSX, LRGF, IWB, IEFA | 13F-HR | 22 Jan 2026, 18:44 |
| Q3 2025 | 723 | $2,043,913,889 | +$38,176,610 | -$35,331,985 | +$2,844,625 | IVV, NTSX, LRGF, IWB, IEFA | 13F-HR | 16 Oct 2025, 14:52 |
| Q2 2025 | 298 | $1,903,129,268 | +$228,601,157 | -$244,915,098 | -$16,313,941 | IVV, NTSX, LRGF, IWB, IEFA | 13F-HR | 17 Jul 2025, 16:49 |
| Q1 2025 | 651 | $1,756,004,832 | +$260,269,801 | -$268,264,195 | -$7,994,394 | IVV, NTSX, LRGF, BIL, IEFA | 13F-HR | 17 Apr 2025, 17:40 |
| Q4 2024 | 295 | $1,781,939,755 | +$131,811,687 | -$104,280,249 | +$27,531,438 | IVV, NTSX, LRGF, IWB, IEFA | Restatement | 17 Jul 2025, 16:44 |
| Q3 2024 | 76 | $1,805,190,536 | +$40,439,654 | -$51,040,224 | -$10,600,570 | IVV, NTSX, LRGF, IWB, IEFA | 13F-HR | 16 Oct 2024, 17:15 |
| Q2 2024 | 78 | $1,704,702,318 | +$238,454,680 | -$66,231,665 | +$172,223,015 | IVV, NTSX, LRGF, IWB, IEFA | 13F-HR | 26 Jul 2024, 17:06 |
| Q1 2024 | 85 | $1,508,899,719 | +$31,916,424 | -$50,823,094 | -$18,906,670 | NTSX, IVV, IWB, IEFA, EFA | 13F-HR | 17 Apr 2024, 18:49 |
| Q4 2023 | 88 | $1,439,542,795 | +$138,910,203 | -$153,823,181 | -$14,912,978 | NTSX, IVV, IWB, IEFA, EFA | 13F-HR | 23 Jan 2024, 20:45 |
| Q3 2023 | 91 | $1,326,514,564 | +$148,929,716 | -$121,987,649 | +$26,942,067 | IVV, NTSX, IWB, IEFA, USFR | 13F-HR | 13 Oct 2023, 21:21 |
| Q2 2023 | 87 | $1,362,255,770 | +$15,366,893 | -$170,070,530 | -$154,703,637 | IVV, NTSX, IWB, IEFA, EFA | 13F-HR | 14 Aug 2023, 14:03 |
| Q1 2023 | 160 | $1,461,766,112 | +$116,361,316 | -$122,195,783 | -$5,834,467 | IVV, NTSX, IEFA, LDUR, IWB | 13F-HR | 25 Apr 2023, 16:53 |
| Q4 2022 | 156 | $1,387,632,026 | +$206,636,553 | -$176,581,209 | +$30,055,344 | IVV, NTSX, LDUR, BIL, IEFA | 13F-HR | 25 Jan 2023, 07:19 |
| Q3 2022 | 144 | $1,282,041,000 | +$46,582,255 | -$18,494,223 | +$28,088,032 | IVV, NTSX, LDUR, BIL, SHV | 13F-HR | 24 Oct 2022, 16:17 |
| Q2 2022 | 139 | $1,340,212,000 | +$254,837,870 | -$215,182,326 | +$39,655,544 | IVV, NTSX, LDUR, BIL, IEFA | 13F-HR | 05 Aug 2022, 13:51 |
| Q1 2022 | 156 | $1,505,589,000 | +$117,801,683 | -$72,980,269 | +$44,821,414 | IVV, NTSX, IEFA, IWB, BOND | 13F-HR | 13 May 2022, 11:16 |
| Q4 2021 | 158 | $1,563,692,000 | +$302,974,424 | -$246,059,332 | +$56,915,092 | NTSX, IVV, IWB, IEFA, BOND | 13F-HR | 14 Feb 2022, 17:01 |
| Q3 2021 | 147 | $1,438,458,000 | +$21,578,988 | -$76,677,840 | -$55,098,852 | NTSX, IVV, IEFA, IWB, EFA | 13F-HR | 29 Oct 2021, 17:13 |
| Q2 2021 | 147 | $1,515,395,000 | +$52,173,240 | -$6,790,494 | +$45,382,746 | NTSX, IVV, IEFA, IWB, EFA | 13F-HR | 29 Jul 2021, 16:11 |
| Q1 2021 | 129 | $1,383,165,000 | +$36,326,941 | -$17,971,402 | +$18,355,539 | NTSX, IVV, IEFA, IWB, EFA | 13F-HR | 05 May 2021, 21:11 |
| Q4 2020 | 113 | $1,311,790,000 | +$150,455,119 | -$18,947,691 | +$131,507,428 | NTSX, IVV, IEFA, IWB, EFA | 13F-HR | 04 Feb 2021, 09:48 |
| Q3 2020 | 94 | $1,039,557,000 | +$420,615,314 | -$99,388,789 | +$321,226,525 | NTSX, IVV, IEFA, IWB, EFA | 13F-HR | 09 Nov 2020, 20:35 |
| Q2 2020 | 89 | $678,266,000 | +$265,456,277 | -$209,452,159 | +$56,004,118 | NTSX, IWB, SHV, IVV, EEM | 13F-HR | 10 Aug 2020, 17:08 |
| Q1 2020 | 75 | $572,161,000 | +$406,868,358 | -$167,256,149 | +$239,612,209 | BIL, SHV, AGG, NTSX, MUB | 13F-HR | 01 May 2020, 17:02 |
| Q4 2019 | 82 | $381,985,000 | +$6,119,740 | -$13,615,276 | -$7,495,536 | IWB, EFA, AGG, MUB, MINT | 13F-HR | 11 Feb 2020, 19:25 |
| Q3 2019 | 77 | $371,592,000 | +$11,985,268 | -$8,618,252 | +$3,367,016 | IWB, EFA, AGG, MUB, EEM | 13F-HR | 12 Nov 2019, 10:27 |
| Q2 2019 | 73 | $365,248,000 | +$340,749,153 | -$2,068,776 | +$338,680,377 | IWB, EFA, AGG, MUB, MINT | 13F-HR | 25 Jul 2019, 17:54 |
| Q1 2019 | 37 | $25,964,000 | +$2,463,514 | -$413,130,131 | -$410,666,617 | MINT, DGS, AAPL, XOM, AMZN | 13F-HR | 13 May 2019, 13:34 |
| Q4 2018 | 73 | $434,262,000 | +$174,704,576 | -$104,964,383 | +$69,740,193 | BIL, SHV, AGG, MUB, EEM | 13F-HR | 11 Feb 2019, 07:03 |
| Q3 2018 | 75 | $385,098,000 | +$5,572,562 | -$8,237,287 | -$2,664,725 | IWB, SHV, AGG, MUB, DGS | 13F-HR | 31 Oct 2018, 17:26 |
| Q2 2018 | 74 | $379,572,000 | +$98,072,377 | -$95,074,678 | +$2,997,699 | IWB, SHV, AGG, MUB, DGS | 13F-HR | 10 Aug 2018, 11:09 |
| Q1 2018 | 72 | $377,125,000 | +$10,966,054 | -$10,774,256 | +$191,798 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 01 May 2018, 09:11 |
| Q4 2017 | 71 | $381,921,000 | +$15,175,317 | -$7,008,273 | +$8,167,044 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 01 Feb 2018, 16:22 |
| Q3 2017 | 66 | $363,288,000 | +$2,337,480 | -$26,012,719 | -$23,675,239 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 02 Nov 2017, 11:44 |
| Q2 2017 | 67 | $376,243,000 | +$7,540,762 | -$33,790,189 | -$26,249,427 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 04 Aug 2017, 09:57 |
| Q1 2017 | 78 | $392,531,000 | +$18,219,145 | -$4,190,871 | +$14,028,274 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 03 May 2017, 20:33 |
| Q4 2016 | 72 | $360,141,000 | +$12,177,305 | -$2,291,114 | +$9,886,191 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 09 Feb 2017, 11:44 |
| Q3 2016 | 68 | $355,566,000 | +$76,908,878 | -$76,530,216 | +$378,662 | IWB, EFA, AGG, MUB, DGS | 13F-HR | 09 Nov 2016, 16:42 |
| Q2 2016 | 74 | $348,923,000 | +$118,768,048 | -$53,488,983 | +$65,279,065 | IWB, AGG, SHV, MUB, DGS | 13F-HR | 08 Aug 2016, 09:05 |
| Q1 2016 | 79 | $278,181,000 | +$88,262,532 | -$48,386,647 | +$39,875,885 | AGG, IWB, DGS, EFA, VNQ | 13F-HR | 12 May 2016, 12:58 |
| Q4 2015 | 98 | $232,543,000 | +$44,591,156 | -$16,375,624 | +$28,215,532 | AGG, DGS, IEFA, EFA, IWB | 13F-HR | 02 Feb 2016, 20:47 |
| Q3 2015 | 100 | $203,578,000 | +$17,556,572 | -$200,790,204 | -$183,233,632 | AGG, DGS, IWB, EFA, VNQ | 13F-HR | 12 Nov 2015, 06:07 |
| Q2 2015 | 179 | $411,265,000 | +$115,163,872 | -$13,342,539 | +$101,821,333 | AGG, IWB, EFA, DGS, VNQ | 13F-HR | 10 Aug 2015, 21:49 |
| Q1 2015 | 179 | $311,603,000 | +$119,091,479 | -$10,647,133 | +$108,444,346 | IWB, EFA, DGS, VNQ, SCZ | 13F-HR | 01 May 2015, 16:45 |
| Q4 2014 | 136 | $200,785,000 | +$7,946,697 | -$15,098,749 | -$7,152,052 | IWB, DGS, EFA, SCZ, EEM | 13F-HR | 17 Feb 2015, 21:50 |
| Q3 2014 | 144 | $203,074,287 | +$12,783,916 | -$127,086,178 | -$114,302,262 | IWB, DGS, EFA, SCZ, VNQ | 13F-HR | 12 Nov 2014, 17:09 |
| Q2 2014 | 121 | $328,281,000 | +$5,804,055 | -$11,398,812 | -$5,594,757 | IWB, EFA, SCZ, DGS, VO | 13F-HR | 08 Aug 2014, 15:35 |
| Q1 2014 | 127 | $325,440,000 | +$4,781,358 | -$6,332,446 | -$1,551,088 | IWB, EFA, SCZ, DGS, VO | 13F-HR | 02 May 2014, 06:57 |
| Q4 2013 | 124 | $323,706,000 | $0 | $0 | $0 | IWB, EFA, SCZ, DGS, VO | 13F-HR | 07 Feb 2014, 13:28 |