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Disclosery

Halpern Financial, Inc.: IJH position timeline

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

Halpern Financial, Inc. held 132,268 IJH 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 132,268 shares
    Change vs previous 13F +492 shares

    2.11% of the 13F portfolio, value $8,184,742.

    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 131,776 shares
    Change vs previous 13F +3,173 shares

    2.12% of the 13F portfolio, value $7,711,545.

    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 128,603 shares
    Change vs previous 13F +102,426 shares

    2.23% of the 13F portfolio, value $7,695,592.

    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 26,177 shares
    Change vs previous 13F -5,445 shares

    2.19% of the 13F portfolio, value $7,068,042.

    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 31,622 shares
    Change vs previous 13F -296 shares

    2.72% of the 13F portfolio, value $7,885,061.

    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 31,918 shares
    Change vs previous 13F -11,535 shares

    2.86% of the 13F portfolio, value $8,345,857.

    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 43,453 shares
    Change vs previous 13F -3,402 shares

    3.91% of the 13F portfolio, value $10,870,143.

    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 46,855 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $11,333,652.

    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).