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Disclosery

Halpern Financial, Inc.: SPDW position timeline

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

Halpern Financial, Inc. held 842,980 SPDW 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 842,980 shares
    Change vs previous 13F +40,609 shares

    8.08% of the 13F portfolio, value $31,409,430.

    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 802,371 shares
    Change vs previous 13F +60,337 shares

    7.73% of the 13F portfolio, value $28,147,167.

    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 742,034 shares
    Change vs previous 13F +44,120 shares

    7.68% of the 13F portfolio, value $26,460,932.

    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 697,914 shares
    Change vs previous 13F +304,594 shares

    7.23% of the 13F portfolio, value $23,296,369.

    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 393,320 shares
    Change vs previous 13F +88,880 shares

    4.21% of the 13F portfolio, value $12,196,853.

    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 304,440 shares
    Change vs previous 13F +49,910 shares

    3.39% of the 13F portfolio, value $9,906,477.

    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 254,530 shares
    Change vs previous 13F +28,505 shares

    2.94% of the 13F portfolio, value $8,175,503.

    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 226,025 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $6,710,682.

    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).