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Disclosery

Halpern Financial, Inc.: JEPI position timeline

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

Halpern Financial, Inc. held 242,713 JEPI 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 242,713 shares
    Change vs previous 13F +22,643 shares

    3.7% of the 13F portfolio, value $14,366,195.

    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 220,070 shares
    Change vs previous 13F +217,750 shares

    3.43% of the 13F portfolio, value $12,473,568.

    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 2,320 shares
    Change vs previous 13F +1,363 shares

    0.04% of the 13F portfolio, value $132,449.

    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 957 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,453.

    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).