Skip to content
Disclosery

Halpern Financial, Inc.: FVAL position timeline

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

Halpern Financial, Inc. held 155,686 FVAL 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 155,686 shares
    Change vs previous 13F -18,963 shares

    2.41% of the 13F portfolio, value $9,370,744.

    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 174,649 shares
    Change vs previous 13F -2,430 shares

    2.76% of the 13F portfolio, value $10,057,028.

    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 177,079 shares
    Change vs previous 13F -4,550 shares

    2.91% of the 13F portfolio, value $10,015,610.

    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 181,629 shares
    Change vs previous 13F -11,350 shares

    2.96% of the 13F portfolio, value $9,533,726.

    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 192,979 shares
    Change vs previous 13F -610 shares

    3.19% of the 13F portfolio, value $9,234,064.

    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 193,589 shares
    Change vs previous 13F -3,445 shares

    3.26% of the 13F portfolio, value $9,505,239.

    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 197,034 shares
    Change vs previous 13F -3,520 shares

    3.24% of the 13F portfolio, value $9,016,294.

    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 200,554 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $8,794,310.

    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).