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Disclosery

Halpern Financial, Inc.: VB position timeline

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

Halpern Financial, Inc. held 57,497 VB 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 57,497 shares
    Change vs previous 13F +7,076 shares

    3.47% of the 13F portfolio, value $13,500,187.

    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 50,421 shares
    Change vs previous 13F +8,130 shares

    3.02% of the 13F portfolio, value $10,993,694.

    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 42,291 shares
    Change vs previous 13F +1,221 shares

    2.75% of the 13F portfolio, value $9,479,424.

    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 41,070 shares
    Change vs previous 13F +26,189 shares

    2.64% of the 13F portfolio, value $8,487,020.

    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 14,881 shares
    Change vs previous 13F +4,745 shares

    0.97% of the 13F portfolio, value $2,813,463.

    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 10,136 shares
    Change vs previous 13F +9,720 shares

    0.69% of the 13F portfolio, value $2,015,857.

    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 416 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $78,769.

    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 416 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $76,268.

    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).