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Disclosery

Halpern Financial, Inc.: VOO position timeline

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

Halpern Financial, Inc. held 21,872 VOO 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 21,872 shares
    Change vs previous 13F +2,051 shares

    2.94% of the 13F portfolio, value $11,435,402.

    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 19,821 shares
    Change vs previous 13F +2,248 shares

    2.72% of the 13F portfolio, value $9,912,865.

    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 17,573 shares
    Change vs previous 13F -253 shares

    2.44% of the 13F portfolio, value $8,388,445.

    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 17,826 shares
    Change vs previous 13F +4,716 shares

    2.38% of the 13F portfolio, value $7,679,080.

    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 13,110 shares
    Change vs previous 13F +10,356 shares

    1.78% of the 13F portfolio, value $5,148,131.

    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 2,754 shares
    Change vs previous 13F +1,330 shares

    0.38% of the 13F portfolio, value $1,121,477.

    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 1,424 shares
    Change vs previous 13F -354 shares

    0.19% of the 13F portfolio, value $535,365.

    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 1,778 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $624,801.

    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).