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Disclosery

Halpern Financial, Inc.: FTEC position timeline

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

Halpern Financial, Inc. held 62,205 FTEC 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 62,205 shares
    Change vs previous 13F -3,835 shares

    2.74% of the 13F portfolio, value $10,647,630.

    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 66,040 shares
    Change vs previous 13F -19,866 shares

    3.11% of the 13F portfolio, value $11,327,181.

    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 85,906 shares
    Change vs previous 13F -10,097 shares

    3.86% of the 13F portfolio, value $13,292,235.

    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 96,003 shares
    Change vs previous 13F -1,532 shares

    4.12% of the 13F portfolio, value $13,260,894.

    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 97,535 shares
    Change vs previous 13F -1,145 shares

    4.14% of the 13F portfolio, value $11,989,978.

    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 98,680 shares
    Change vs previous 13F +485 shares

    4.42% of the 13F portfolio, value $12,891,555.

    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 98,195 shares
    Change vs previous 13F +526 shares

    4.02% of the 13F portfolio, value $11,189,320.

    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 97,669 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $9,230,733.

    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).