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Disclosery

Halpern Financial, Inc.: IVW position timeline

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

Halpern Financial, Inc. held 237,739 IVW 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 237,739 shares
    Change vs previous 13F -10,745 shares

    5.78% of the 13F portfolio, value $22,485,354.

    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 248,484 shares
    Change vs previous 13F -1,920 shares

    6.32% of the 13F portfolio, value $22,994,709.

    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 250,404 shares
    Change vs previous 13F -5,590 shares

    6.13% of the 13F portfolio, value $21,111,561.

    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 255,994 shares
    Change vs previous 13F -12,200 shares

    5.83% of the 13F portfolio, value $18,761,800.

    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 268,194 shares
    Change vs previous 13F -362 shares

    6.33% of the 13F portfolio, value $18,349,847.

    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 268,556 shares
    Change vs previous 13F -560 shares

    6.48% of the 13F portfolio, value $18,927,841.

    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 269,116 shares
    Change vs previous 13F +3,817 shares

    6.18% of the 13F portfolio, value $17,193,834.

    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 265,299 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $15,520,003.

    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).