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Disclosery

Halpern Financial, Inc.: VUG position timeline

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

Halpern Financial, Inc. held 11,849 VUG 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 11,849 shares
    Change vs previous 13F +1,760 shares

    1.16% of the 13F portfolio, value $4,493,141.

    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 10,089 shares
    Change vs previous 13F +1,203 shares

    1.04% of the 13F portfolio, value $3,773,387.

    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 8,886 shares
    Change vs previous 13F +870 shares

    0.88% of the 13F portfolio, value $3,044,077.

    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 8,016 shares
    Change vs previous 13F +2,831 shares

    0.75% of the 13F portfolio, value $2,424,760.

    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 5,185 shares
    Change vs previous 13F +4,280 shares

    0.49% of the 13F portfolio, value $1,411,927.

    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 905 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $256,079.

    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 919 shares
    Change vs previous 13F +185 shares

    0.08% of the 13F portfolio, value $229,235.

    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 734 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $156,423.

    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).