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Manager record

Halbert Hargrove Global Advisors, Llc

Long Beach, CA · CIK 1484205 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.29BReported 13F valueQ3 2026 · as filed
363Holdings listed
-1.0%vs prior quartervalue change includes market moves
7Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q4 2024 to Q3 2026Q4 2024: $1.8B$1.8BQ4 2024334 holdingsQ2 2025: $1.9B$1.9BQ2 2025311 holdingsQ3 2025: $2.1B$2.1BQ3 2025736 holdingsQ4 2025: $2.1B$2.1BQ4 2025363 holdingsQ1 2026: $2.1B$2.1BQ1 2026372 holdingsQ2 2026: $2.3B$2.3BQ2 2026735 holdingsQ3 2026: $2.3B$2.3BQ3 2026363 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$2.29B · 363 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$2.31B · 735 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$2.07B · 372 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$2.11B · 363 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$2.06B · 736 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR/A · period Q4 2024

$1.80B · 334 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$1.92B · 311 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology