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Halpern Financial, Inc.

CIK: 0001994335 | ASHBURN, VA

Q2 2024 vs Q3 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2024
13F-HR230$388.7M2024-10-04SEC ↗
Q2 2024
13F-HR224$364.0M2024-07-09SEC ↗
Q1 2024
13F-HR210$344.4M2024-04-09SEC ↗
Q4 2023
13F-HR253$322.0M2024-01-19SEC ↗
Q3 2023
13F-HR212$289.7M2023-10-10SEC ↗
Q2 2023
13F-HR258$292.0M2023-09-21SEC ↗
Q1 2023
13F-HR180$278.1M2023-09-21SEC ↗
Q4 2022
13F-HR197$272.8M2023-09-21SEC ↗
Q3 2022
13F-HR217$252.6M2023-09-21SEC ↗
Q2 2022
13F-HR317$256.4M2023-09-21SEC ↗
Q1 2022
13F-HR224$271.2M2023-09-21SEC ↗
Q4 2021
13F-HR250$233.7M2023-09-21SEC ↗
Q3 2021
13F-HR262$215.8M2023-09-21SEC ↗
Q2 2021
13F-HR246$212.4M2023-09-21SEC ↗
Q1 2021
13F-HR250$206.6M2023-09-21SEC ↗
Q4 2020
13F-HR204$192.3M2023-09-21SEC ↗
Q3 2020
13F-HR205$169.2M2023-09-21SEC ↗
Q2 2020
13F-HR176$150.8M2023-09-21SEC ↗
Q1 2020
13F-HR160$106.2M2023-09-21SEC ↗
Q4 2019
13F-HR183$128.3M2023-09-21SEC ↗