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Disclosery

Halpern Financial, Inc.: IWF position timeline

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

Halpern Financial, Inc. held 28,475 IWF 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 28,475 shares
    Change vs previous 13F -14 shares

    2.71% of the 13F portfolio, value $10,550,500.

    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 28,489 shares
    Change vs previous 13F -50 shares

    2.85% of the 13F portfolio, value $10,384,469.

    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 28,539 shares
    Change vs previous 13F -40 shares

    2.77% of the 13F portfolio, value $9,555,376.

    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 28,579 shares
    Change vs previous 13F -92 shares

    2.62% of the 13F portfolio, value $8,452,194.

    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 28,671 shares
    Change vs previous 13F +941 shares

    2.63% of the 13F portfolio, value $7,626,158.

    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 27,730 shares
    Change vs previous 13F -105 shares

    2.61% of the 13F portfolio, value $7,630,699.

    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 27,835 shares
    Change vs previous 13F -984 shares

    2.45% of the 13F portfolio, value $6,800,888.

    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 28,819 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $6,174,150.

    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).