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Disclosery

Halpern Financial, Inc.: IJR position timeline

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

Halpern Financial, Inc. held 106,988 IJR 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 106,988 shares
    Change vs previous 13F +3,289 shares

    3.16% of the 13F portfolio, value $12,295,038.

    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 103,699 shares
    Change vs previous 13F +3,276 shares

    3.04% of the 13F portfolio, value $11,060,567.

    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 100,423 shares
    Change vs previous 13F -2,806 shares

    3.15% of the 13F portfolio, value $10,862,792.

    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 103,229 shares
    Change vs previous 13F -29,961 shares

    3.36% of the 13F portfolio, value $10,824,628.

    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 133,190 shares
    Change vs previous 13F -2,005 shares

    4.34% of the 13F portfolio, value $12,563,835.

    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 135,195 shares
    Change vs previous 13F -14,159 shares

    4.61% of the 13F portfolio, value $13,472,175.

    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 149,354 shares
    Change vs previous 13F +3,369 shares

    5.19% of the 13F portfolio, value $14,442,525.

    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 145,985 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $13,816,056.

    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).