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Disclosery

Halpern Financial, Inc.: FHLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Halpern Financial, Inc. on FHLC, newest first. How the timeline and the estimate are built.

Halpern Financial, Inc. held 27,150 FHLC shares at 2024-09-30 per its 13F-HR filed 2024-10-04.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 27,150 shares
    Change vs previous 13F -21,880 shares

    0.5% of the 13F portfolio, value $1,961,860.

    13F-HR 0001994335-24-000005 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 49,030 shares
    Change vs previous 13F -1,600 shares

    0.92% of the 13F portfolio, value $3,363,459.

    13F-HR 0001994335-24-000003 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 50,630 shares
    Change vs previous 13F -350 shares

    1% of the 13F portfolio, value $3,442,840.

    13F-HR 0001994335-24-000002 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 50,980 shares
    Change vs previous 13F -13,105 shares

    1.04% of the 13F portfolio, value $3,333,582.

    13F-HR 0001994335-24-000001 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 64,085 shares
    Change vs previous 13F -17,694 shares

    1.34% of the 13F portfolio, value $3,882,269.

    13F-HR 0001994335-23-000016 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 81,779 shares
    Change vs previous 13F -134,562 shares

    1.77% of the 13F portfolio, value $5,161,890.

    13F-HR 0001994335-23-000015 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 216,341 shares
    Change vs previous 13F -32,068 shares

    4.78% of the 13F portfolio, value $13,298,463.

    13F-HR 0001994335-23-000014 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 248,409 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $15,893,215.

    13F-HR 0001994335-23-000013 filed by Halpern Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).