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Disclosery

Halpern Financial, Inc.: SDY position timeline

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

Halpern Financial, Inc. held 81 SDY 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 81 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,459.

    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 81 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $10,302.

    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 ended2023-09-30
    13F 0 shares
    Change vs previous 13F -3,028 shares

    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).

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

  4. period ended2023-06-30
    13F 3,028 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $371,172.

    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).

  5. period ended2023-03-31
    13F 3,028 shares
    Change vs previous 13F -8,275 shares

    0.13% of the 13F portfolio, value $374,594.

    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).

  6. period ended2022-12-31
    13F 11,303 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,414,118.

    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).