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Disclosery

Halpern Financial, Inc.: UBSI position timeline

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

Halpern Financial, Inc. held 9,450 UBSI 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 9,450 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $337,743.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $306,558.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $323,379.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $346,437.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $260,726.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $280,382.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $332,640.

    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 9,450 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $382,631.

    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).