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Halpern Financial, Inc.: XLP position timeline

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

Halpern Financial, Inc. held 94 XLP 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 94 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,710.

    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 ยง4.2).