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Disclosery

Halpern Financial, Inc.: VNQ position timeline

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

Halpern Financial, Inc. held 0 VNQ shares at 2024-06-30 per its 13F-HR filed 2024-07-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -74 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 74 shares
    Change vs previous 13F -308 shares

    <0.01% of the 13F portfolio, value $6,220.

    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).

  3. period ended2023-12-31
    13F 382 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $33,230.

    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).

  4. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -10,297 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-03-31
    13F 10,297 shares
    Change vs previous 13F -719 shares

    0.31% of the 13F portfolio, value $855,063.

    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).

  6. period ended2022-12-31
    13F 11,016 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $908,600.

    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).