Notify me when Halpern Financial, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 229 | $388,733,076 | +$13,983,980 | -$10,566,940 | +$3,417,040 | IVE, IVV, USMV, SPDW, IVW | 13F-HR | 04 Oct 2024, 15:52 |
| Q2 2024 | 219 | $363,958,916 | +$23,064,531 | -$9,983,237 | +$13,081,294 | IVE, IVV, USMV, SPDW, IVW | 13F-HR | 08 Jul 2024, 18:51 |
| Q1 2024 | 210 | $344,447,868 | +$11,600,768 | -$8,403,266 | +$3,197,502 | IVE, IVV, USMV, SPDW, SCHD | 13F-HR | 09 Apr 2024, 16:37 |
| Q4 2023 | 250 | $322,026,843 | +$34,159,615 | -$27,944,969 | +$6,214,646 | IVE, USMV, IVV, SPDW, SCHD | 13F-HR | 19 Jan 2024, 14:30 |
| Q3 2023 | 210 | $289,688,586 | +$17,787,970 | -$9,774,315 | +$8,013,655 | IVE, USMV, IVV, SCHD, IVW | 13F-HR | 10 Oct 2023, 16:10 |
| Q2 2023 | 251 | $291,970,013 | +$21,444,895 | -$20,295,320 | +$1,149,575 | IVE, USMV, IVV, IVW, SCHD | 13F-HR | 21 Sep 2023, 16:29 |
| Q1 2023 | 180 | $278,094,259 | +$6,457,323 | -$11,858,416 | -$5,401,093 | IVE, USMV, IVV, SCHD, IVW | 13F-HR | 21 Sep 2023, 16:22 |
| Q4 2022 | 197 | $272,786,494 | +$9,290,182 | -$11,073,466 | -$1,783,284 | USMV, IVE, IVV, SCHD, FHLC | 13F-HR | 21 Sep 2023, 16:17 |
| Q3 2022 | 212 | $252,642,234 | +$19,443,307 | -$6,302,748 | +$13,140,559 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 16:14 |
| Q2 2022 | 317 | $256,419,231 | +$32,933,532 | -$10,918,647 | +$22,014,885 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 16:06 |
| Q1 2022 | 223 | $271,157,879 | +$52,487,320 | -$4,934,093 | +$47,553,227 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 15:57 |
| Q4 2021 | 248 | $233,668,914 | +$7,806,549 | -$7,730,259 | +$76,290 | USMV, IVE, IVW, IVV, FVAL | 13F-HR | 21 Sep 2023, 15:51 |
| Q3 2021 | 254 | $215,755,693 | +$17,308,657 | -$11,722,404 | +$5,586,253 | USMV, IVE, IVW, IVV, FVAL | 13F-HR | 21 Sep 2023, 15:47 |
| Q2 2021 | 244 | $212,354,738 | +$7,218,360 | -$16,613,703 | -$9,395,343 | USMV, IVE, FTEC, IVW, FVAL | 13F-HR | 21 Sep 2023, 15:43 |
| Q1 2021 | 249 | $206,613,513 | +$6,025,966 | -$3,287,600 | +$2,738,366 | USMV, IVE, FTEC, FHLC, FVAL | 13F-HR | 21 Sep 2023, 14:57 |
| Q4 2020 | 204 | $192,299,352 | +$16,437,093 | -$2,532,427 | +$13,904,666 | USMV, IVE, FTEC, FHLC, IVW | 13F-HR | 21 Sep 2023, 14:53 |
| Q3 2020 | 205 | $169,177,295 | +$10,085,959 | -$932,689 | +$9,153,270 | USMV, IVE, FTEC, FHLC, IVW | 13F-HR | 21 Sep 2023, 14:49 |
| Q2 2020 | 174 | $150,843,346 | +$27,829,508 | -$2,873,150 | +$24,956,358 | USMV, IVE, FHLC, FTEC, IVW | 13F-HR | 21 Sep 2023, 13:19 |
| Q1 2020 | 160 | $106,244,300 | +$16,371,112 | -$9,755,324 | +$6,615,788 | USMV, IVE, FHLC, IVW, FVAL | 13F-HR | 21 Sep 2023, 13:12 |
| Q4 2019 | 183 | $128,334,399 | $0 | $0 | $0 | USMV, IVE, IVV, FHLC, IVW | 13F-HR | 21 Sep 2023, 13:07 |