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Disclosery

Halpern Financial, Inc.: IEMG position timeline

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

Halpern Financial, Inc. held 73,124 IEMG 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 73,124 shares
    Change vs previous 13F -1,435 shares

    1.11% of the 13F portfolio, value $4,296,766.

    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 74,559 shares
    Change vs previous 13F +1,092 shares

    1.1% of the 13F portfolio, value $3,991,143.

    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 73,467 shares
    Change vs previous 13F -1,229 shares

    1.11% of the 13F portfolio, value $3,815,166.

    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 74,696 shares
    Change vs previous 13F -112,534 shares

    1.15% of the 13F portfolio, value $3,713,162.

    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 187,230 shares
    Change vs previous 13F -6,543 shares

    3.08% of the 13F portfolio, value $8,910,275.

    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 193,773 shares
    Change vs previous 13F +91,493 shares

    3.27% of the 13F portfolio, value $9,551,070.

    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 102,280 shares
    Change vs previous 13F +17,030 shares

    1.79% of the 13F portfolio, value $4,990,240.

    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 85,250 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,981,174.

    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).