Skip to content
Disclosery

Halpern Financial, Inc.: IVE position timeline

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

Halpern Financial, Inc. held 254,034 IVE 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 254,034 shares
    Change vs previous 13F -6,940 shares

    12.83% of the 13F portfolio, value $49,871,903.

    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 260,974 shares
    Change vs previous 13F -3,365 shares

    13.05% of the 13F portfolio, value $47,499,830.

    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 264,339 shares
    Change vs previous 13F -2,075 shares

    14.14% of the 13F portfolio, value $48,688,552.

    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 266,414 shares
    Change vs previous 13F -15,269 shares

    14.35% of the 13F portfolio, value $46,222,783.

    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 281,683 shares
    Change vs previous 13F -820 shares

    14.96% of the 13F portfolio, value $43,334,118.

    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 282,503 shares
    Change vs previous 13F +9,768 shares

    15.6% of the 13F portfolio, value $45,536,664.

    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 272,735 shares
    Change vs previous 13F -1,965 shares

    14.88% of the 13F portfolio, value $41,390,269.

    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 274,700 shares
    Change vs previous 13F not available

    14.61% of the 13F portfolio, value $39,850,734.

    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).