State location: CA | State of Inc.: CA | Fiscal Year End: 1231
formerly: Halbert, Hargrove/Russell LLC (filings through 2019-07-26)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001484205-25-000006 (34 Act) Size: 360 KB |
2025-04-18 | 028-13854 25848624 |
| SCHEDULE 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001484205-25-000005 Size: 6 KB |
2025-02-07 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001484205-25-000004 Size: 6 KB |
2025-02-07 | |
| SCHEDULE 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001484205-25-000003 Size: 6 KB |
2025-02-07 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001484205-25-000002 (34 Act) Size: 179 KB |
2025-02-05 | 028-13854 25594278 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-24-000083 (34 Act) Size: 56 KB |
2024-10-16 | 028-13854 241375347 |
| SC 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-004826 Size: 27 KB |
2024-10-10 | |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-004701 Size: 27 KB |
2024-10-08 | |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001438934-24-000230 (34 Act) Size: 144 KB |
2024-08-14 | 028-13854 241205995 |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-003533 Size: 27 KB |
2024-08-07 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-24-000058 (34 Act) Size: 56 KB |
2024-07-26 | 028-13854 241147972 |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-003117 Size: 27 KB |
2024-07-19 | |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-002452 Size: 27 KB |
2024-05-14 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-24-000024 (34 Act) Size: 59 KB |
2024-04-18 | 028-13854 24852372 |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-001614 Size: 27 KB |
2024-03-28 | |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-000697 Size: 27 KB |
2024-02-02 | |
| SC 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-000696 Size: 27 KB |
2024-02-02 | |
| SC 13G/A | Documents | [Amend] Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-24-000695 Size: 27 KB |
2024-02-02 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-24-000005 (34 Act) Size: 63 KB |
2024-01-24 | 028-13854 24554026 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-23-000071 (34 Act) Size: 64 KB |
2023-10-16 | 028-13854 231326100 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-23-000068 (34 Act) Size: 63 KB |
2023-08-14 | 028-13854 231168510 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-23-000035 (34 Act) Size: 139 KB |
2023-04-25 | 028-13854 23845614 |
| SC 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-23-001080 Size: 27 KB |
2023-02-13 | |
| SC 13G | Documents | Statement of Beneficial Ownership by Certain Investors Acc-no: 0001085146-23-001063 Size: 27 KB |
2023-02-13 | |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-23-000003 (34 Act) Size: 129 KB |
2023-01-25 | 028-13854 23549756 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000074 (34 Act) Size: 108 KB |
2022-10-24 | 028-13854 221326232 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000063 (34 Act) Size: 91 KB |
2022-08-05 | 028-13854 221139934 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000041 (34 Act) Size: 101 KB |
2022-05-13 | 028-13854 22921036 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-22-000020 (34 Act) Size: 108 KB |
2022-02-14 | 028-13854 22634208 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000103 (34 Act) Size: 88 KB |
2021-10-29 | 028-13854 211364257 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000081 (34 Act) Size: 97 KB |
2021-07-29 | 028-13854 211127512 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000053 (34 Act) Size: 88 KB |
2021-05-06 | 028-13854 21895408 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-21-000005 (34 Act) Size: 96 KB |
2021-02-04 | 028-13854 21589271 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000153 (34 Act) Size: 66 KB |
2020-11-10 | 028-13854 201299353 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000133 (34 Act) Size: 61 KB |
2020-08-10 | 028-13854 201090241 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000072 (34 Act) Size: 59 KB |
2020-05-01 | 028-13854 20841684 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-20-000036 (34 Act) Size: 58 KB |
2020-02-12 | 028-13854 20599202 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000121 (34 Act) Size: 55 KB |
2019-11-12 | 028-13854 191206928 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000083 (34 Act) Size: 35 KB |
2019-07-26 | 028-13854 19975374 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001221073-19-000061 (34 Act) Size: 20 KB |
2019-05-13 | 028-13854 19817770 |