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Disclosery

Halpern Financial, Inc.: SPY position timeline

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

Halpern Financial, Inc. held 10,174 SPY 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 10,174 shares
    Change vs previous 13F -190 shares

    1.49% of the 13F portfolio, value $5,787,715.

    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 10,364 shares
    Change vs previous 13F -140 shares

    1.55% of the 13F portfolio, value $5,640,160.

    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 10,504 shares
    Change vs previous 13F -405 shares

    1.58% of the 13F portfolio, value $5,455,753.

    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 10,909 shares
    Change vs previous 13F -37 shares

    1.59% of the 13F portfolio, value $5,113,913.

    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 10,946 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $4,679,089.

    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 10,946 shares
    Change vs previous 13F -5 shares

    1.66% of the 13F portfolio, value $4,852,032.

    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 10,951 shares
    Change vs previous 13F -30 shares

    1.61% of the 13F portfolio, value $4,483,128.

    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 10,981 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $4,199,368.

    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).