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Disclosery

Halpern Financial, Inc.: VWO position timeline

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

Halpern Financial, Inc. held 371,304 VWO 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 371,304 shares
    Change vs previous 13F +43,641 shares

    4.7% of the 13F portfolio, value $18,271,863.

    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 327,663 shares
    Change vs previous 13F +10,357 shares

    3.94% of the 13F portfolio, value $14,338,527.

    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 317,306 shares
    Change vs previous 13F +26,595 shares

    3.88% of the 13F portfolio, value $13,371,269.

    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 290,711 shares
    Change vs previous 13F +148,949 shares

    3.66% of the 13F portfolio, value $11,773,790.

    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 141,762 shares
    Change vs previous 13F +28,775 shares

    1.92% of the 13F portfolio, value $5,558,483.

    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 112,987 shares
    Change vs previous 13F -42,588 shares

    1.57% of the 13F portfolio, value $4,596,306.

    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 155,575 shares
    Change vs previous 13F -100 shares

    2.26% of the 13F portfolio, value $6,285,225.

    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 155,675 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $6,068,206.

    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).