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Disclosery

Halpern Financial, Inc.: JCPI position timeline

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

Halpern Financial, Inc. held 224,635 JCPI 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 224,635 shares
    Change vs previous 13F +5,477 shares

    2.77% of the 13F portfolio, value $10,778,817.

    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 219,158 shares
    Change vs previous 13F +10,305 shares

    2.81% of the 13F portfolio, value $10,233,255.

    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 208,853 shares
    Change vs previous 13F +11,970 shares

    2.82% of the 13F portfolio, value $9,709,576.

    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 196,883 shares
    Change vs previous 13F +584 shares

    2.84% of the 13F portfolio, value $9,152,106.

    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 196,299 shares
    Change vs previous 13F +13,391 shares

    3.06% of the 13F portfolio, value $8,872,734.

    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 182,908 shares
    Change vs previous 13F +3,779 shares

    2.89% of the 13F portfolio, value $8,446,691.

    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 179,129 shares
    Change vs previous 13F +3,080 shares

    3.06% of the 13F portfolio, value $8,506,836.

    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 176,049 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $8,071,847.

    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).