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Disclosery

Halpern Financial, Inc.: IVV position timeline

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

Halpern Financial, Inc. held 57,666 IVV 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 57,666 shares
    Change vs previous 13F -3,134 shares

    8.48% of the 13F portfolio, value $32,961,651.

    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 60,800 shares
    Change vs previous 13F -868 shares

    9.14% of the 13F portfolio, value $33,271,545.

    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 61,668 shares
    Change vs previous 13F -1,912 shares

    9.35% of the 13F portfolio, value $32,192,765.

    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 63,580 shares
    Change vs previous 13F -996 shares

    9.3% of the 13F portfolio, value $29,947,014.

    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 64,576 shares
    Change vs previous 13F -88 shares

    9.57% of the 13F portfolio, value $27,731,052.

    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 64,664 shares
    Change vs previous 13F +1,346 shares

    9.87% of the 13F portfolio, value $28,821,579.

    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 63,318 shares
    Change vs previous 13F +1,578 shares

    9.36% of the 13F portfolio, value $26,028,652.

    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 61,740 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $23,720,973.

    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).