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Disclosery

Halpern Financial, Inc.: VTV position timeline

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

Halpern Financial, Inc. held 60,200 VTV 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 60,200 shares
    Change vs previous 13F +10,450 shares

    2.7% of the 13F portfolio, value $10,476,606.

    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 49,750 shares
    Change vs previous 13F +7,260 shares

    2.19% of the 13F portfolio, value $7,980,398.

    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 42,490 shares
    Change vs previous 13F +4,191 shares

    1.99% of the 13F portfolio, value $6,849,813.

    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 38,299 shares
    Change vs previous 13F +24,629 shares

    1.78% of the 13F portfolio, value $5,724,935.

    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 13,670 shares
    Change vs previous 13F +13,590 shares

    0.65% of the 13F portfolio, value $1,885,503.

    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 80 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $11,368.

    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 108 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $14,916.

    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 108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,160.

    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).