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Disclosery

Halpern Financial, Inc.: MDLZ position timeline

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

Halpern Financial, Inc. held 0 MDLZ shares at 2024-06-30 per its 13F-HR filed 2024-07-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -145 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 145 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $9,856.

    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).

  3. period ended2023-12-31
    13F 345 shares
    Change vs previous 13F -121 shares

    0.01% of the 13F portfolio, value $25,282.

    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).

  4. period ended2023-09-30
    13F 466 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $32,340.

    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).

  5. period ended2023-06-30
    13F 68 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,960.

    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).