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

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