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Disclosery

Halpern Financial, Inc.: SCHD position timeline

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

Halpern Financial, Inc. held 253,173 SCHD 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 253,173 shares
    Change vs previous 13F +8,803 shares

    5.51% of the 13F portfolio, value $21,403,272.

    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 244,370 shares
    Change vs previous 13F -34,010 shares

    5.22% of the 13F portfolio, value $19,002,211.

    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 278,380 shares
    Change vs previous 13F -1,821 shares

    6.43% of the 13F portfolio, value $22,139,561.

    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 280,201 shares
    Change vs previous 13F +11,111 shares

    6.63% of the 13F portfolio, value $21,354,118.

    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 269,090 shares
    Change vs previous 13F +19,780 shares

    6.57% of the 13F portfolio, value $19,040,808.

    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 249,310 shares
    Change vs previous 13F +11,270 shares

    6.2% of the 13F portfolio, value $18,104,892.

    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 238,040 shares
    Change vs previous 13F +21,050 shares

    6.26% of the 13F portfolio, value $17,415,006.

    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 216,990 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $16,391,425.

    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).