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Disclosery

Halpern Financial, Inc.: IWM position timeline

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

Halpern Financial, Inc. held 6,570 IWM 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 6,570 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,429,507.

    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 6,570 shares
    Change vs previous 13F -25 shares

    0.37% of the 13F portfolio, value $1,332,932.

    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 6,595 shares
    Change vs previous 13F -87 shares

    0.39% of the 13F portfolio, value $1,357,393.

    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 6,682 shares
    Change vs previous 13F -888 shares

    0.4% of the 13F portfolio, value $1,297,592.

    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 7,570 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,337,874.

    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 7,570 shares
    Change vs previous 13F -2,000 shares

    0.49% of the 13F portfolio, value $1,417,634.

    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 9,570 shares
    Change vs previous 13F -1,442 shares

    0.61% of the 13F portfolio, value $1,707,288.

    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 11,012 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,920,052.

    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).