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Disclosery

Halpern Financial, Inc.: IWD position timeline

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

Halpern Financial, Inc. held 10,259 IWD 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 10,259 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,939,401.

    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 10,259 shares
    Change vs previous 13F -100 shares

    0.49% of the 13F portfolio, value $1,789,924.

    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 10,359 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,836,481.

    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 10,359 shares
    Change vs previous 13F -3,491 shares

    0.53% of the 13F portfolio, value $1,702,329.

    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 13,850 shares
    Change vs previous 13F +967 shares

    0.73% of the 13F portfolio, value $2,102,739.

    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 12,883 shares
    Change vs previous 13F -8,500 shares

    0.7% of the 13F portfolio, value $2,033,357.

    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 21,383 shares
    Change vs previous 13F -808 shares

    1.17% of the 13F portfolio, value $3,255,807.

    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 22,191 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,365,297.

    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).