HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in NTRA — Natera, Inc.

CIK 1484205 LONG BEACH, CA

Back to NTRA Full portfolio

Position in NTRA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$542

-$609,668 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#836

of 844 holders

Holding Since

Mar 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NTRA Over Time

Shares Held

Position Value (USD)

Derivatives in NTRA

reported options exposure · as of Dec 31, 2021

CallValue

CallShares

PutValue

$438,933

PutShares

4,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $25,336 across 10 Diagnostics & Research names. NTRA ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	34	$17,046
2	DHR	Danaher Corp /De/	17	$3,238
3	IQV	Iqvia Holdings Inc.	7	$1,352
4	ILMN	Illumina, Inc.	5	$879
5	WAT	Waters Corp /De/	2	$750
6	NTRA	Natera, Inc. This page	2	$542
7	IDXX	Idexx Laboratories Inc /De	1	$526
8	DGX	Quest Diagnostics Inc	2	$423

All Filings in NTRA

Export CSV

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542	2	-100.0%	Shares	Sole	2026-07-21
2021-12-31	$610,210	6,534	-0.1%	Shares	Other	2022-02-14
2021-12-31	$438,933	4,700	-37.3%	Put	Other	2022-02-14
2021-09-30	$729,151	6,543	-27.6%	Shares	Other	2021-10-29
2021-06-30	$1,026,538	9,042	+0.2%	Shares	Other	2021-07-29
2021-06-30	$851,475	7,500	-16.7%	Put	Other	2021-07-29
2021-03-31	$916,500	9,026	—	Shares	Other	2021-05-06
2021-03-31	$913,860	9,000	—	Put	Other	2021-05-06
No filing history on record for this holder in this stock.