Halpern Financial, Inc. SEC EDGAR Filings (CIK 0001994335)

SEC EDGAR filings, ownership reports, and insider transactions for Halpern Financial, Inc..

Business address
20365 Exchange Street, Suite 200, Ashburn, VA, 20147
Top securities (13F)
IVE, IVV, USMV, SPDW, IVW, SCHD, VWO, JEPI, VB, IJR, IEFA, VOO, JCPI, FTEC, IWF, VTV, FVAL, IJH, SPY, and SCHM
State of incorporation
MD
Fiscal year end
31 December
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Halpern Financial, Inc. has filed 21 SEC EDGAR filings since 21 Sep 2023

Latest Filings

Recent SEC filings for Halpern Financial, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Oct 2024 30 Sep 2024 028-23388
N-PX Open N-PX document View SEC filing for N-PX 30 Jul 2024 30 Jun 2024 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2024 30 Jun 2024 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2024 31 Mar 2024 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2024 31 Dec 2023 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2023 30 Sep 2023 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Jun 2023 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Mar 2023 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Dec 2022 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Sep 2022 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Jun 2022 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Mar 2022 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Dec 2021 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Sep 2021 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Jun 2021 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Mar 2021 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Dec 2020 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Sep 2020 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 30 Jun 2020 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Mar 2020 028-23388
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Sep 2023 31 Dec 2019 028-23388

About this filer

Halpern Financial, Inc. files with the SEC under CIK 0001994335. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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