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Halbert Hargrove Global Advisors, LLC

SEC CIK
0001484205
Latest filing
Jul 21, 2026

V holding history

Visa Inc. in every 13F filed by Halbert Hargrove Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
671
Value
$230.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of V by Halbert Hargrove Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026671$230.2K<0.1%00.0%UnchangedHolders
Q1 2026671$202.8K<0.1%−41−5.8%ReducedHolders
Q4 2025712$249.7K<0.1%−74−9.4%ReducedHolders
Q3 2025786$268.3K<0.1%+37+4.9%AddedHolders
Q2 2025749$265.9K<0.1%+323+75.8%AddedHolders
Q1 2025426$149.3K<0.1%−9−2.1%ReducedHolders
Q4 2024435$137.5K<0.1%+435NewHolders
Q3 20240$00.0%−1,155−100.0%Sold outHolders
Q2 20241,155$303.2K<0.1%+25+2.2%AddedHolders
Q1 20241,130$315.4K<0.1%+335+42.1%AddedHolders
Q4 2023795$207.1K<0.1%−830−51.1%ReducedHolders
Q3 20231,625$373.8K<0.1%−32−1.9%ReducedHolders
Q2 20231,657$393.6K<0.1%−4,092−71.2%ReducedHolders
Q1 20235,749$1.30M0.1%+285+5.2%AddedHolders
Q4 20225,464$1.14M0.1%−280−4.9%ReducedHolders
Q3 20225,744$1.02M0.1%−79−1.4%ReducedHolders
Q2 20225,823$1.15M0.1%+26+0.4%AddedHolders
Q1 20225,797$1.29M0.1%+377+7.0%AddedHolders
Q4 20215,420$1.17M0.1%−259−4.6%ReducedHolders
Q3 20215,679$1.26M0.1%+42+0.7%AddedHolders
Q2 20215,637$1.32M0.1%+747+15.3%AddedHolders
Q1 20214,890$1.03M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.