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Disclosery

Halpern Financial, Inc.: IEFA position timeline

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

Halpern Financial, Inc. held 155,026 IEFA 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 155,026 shares
    Change vs previous 13F -2,360 shares

    3.08% of the 13F portfolio, value $11,975,744.

    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 157,386 shares
    Change vs previous 13F -1,896 shares

    3.14% of the 13F portfolio, value $11,432,519.

    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 159,282 shares
    Change vs previous 13F -1,185 shares

    3.41% of the 13F portfolio, value $11,755,012.

    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 160,467 shares
    Change vs previous 13F -89,557 shares

    3.44% of the 13F portfolio, value $11,073,828.

    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 250,024 shares
    Change vs previous 13F -6,769 shares

    5.55% of the 13F portfolio, value $16,089,044.

    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 256,793 shares
    Change vs previous 13F +74,933 shares

    5.94% of the 13F portfolio, value $17,333,528.

    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 181,860 shares
    Change vs previous 13F +18,300 shares

    4.37% of the 13F portfolio, value $12,157,341.

    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 163,560 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $10,081,838.

    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).