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Disclosery

Halpern Financial, Inc.: USMV position timeline

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

Halpern Financial, Inc. held 362,245 USMV 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 362,245 shares
    Change vs previous 13F -12,144 shares

    8.48% of the 13F portfolio, value $32,957,070.

    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 374,389 shares
    Change vs previous 13F -4,699 shares

    8.64% of the 13F portfolio, value $31,433,719.

    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 379,088 shares
    Change vs previous 13F -15,502 shares

    9.1% of the 13F portfolio, value $31,335,433.

    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 394,590 shares
    Change vs previous 13F -26,308 shares

    9.58% of the 13F portfolio, value $30,837,187.

    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 420,898 shares
    Change vs previous 13F -67,524 shares

    10.52% of the 13F portfolio, value $30,464,595.

    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 488,422 shares
    Change vs previous 13F -30,680 shares

    12.43% of the 13F portfolio, value $36,304,380.

    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 519,102 shares
    Change vs previous 13F -75,708 shares

    13.58% of the 13F portfolio, value $37,759,453.

    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 594,810 shares
    Change vs previous 13F not available

    15.72% of the 13F portfolio, value $42,885,774.

    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).