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 | +$13,983,982 | -$10,566,939 | +$3,417,043 | 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 | 208 | $344,446,498 | +$11,600,767 | -$8,403,265 | +$3,197,502 | IVE, IVV, USMV, SPDW, SCHD | 13F-HR | 09 Apr 2024, 16:37 |
| Q4 2023 | 250 | $322,026,843 | +$34,159,618 | -$27,944,964 | +$6,214,654 | IVE, USMV, IVV, SPDW, SCHD | 13F-HR | 19 Jan 2024, 14:30 |
| Q3 2023 | 267 | $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 | 261 | $291,970,013 | +$21,444,895 | -$20,295,323 | +$1,149,572 | IVE, USMV, IVV, IVW, SCHD | 13F-HR | 21 Sep 2023, 17:29 |
| Q1 2023 | 203 | $278,094,259 | +$6,457,461 | -$11,858,411 | -$5,400,950 | IVE, USMV, IVV, SCHD, IVW | 13F-HR | 21 Sep 2023, 17:22 |
| Q4 2022 | 221 | $272,786,494 | +$9,290,182 | -$11,073,471 | -$1,783,289 | USMV, IVE, IVV, SCHD, FHLC | 13F-HR | 21 Sep 2023, 17:17 |
| Q3 2022 | 333 | $252,641,519 | +$19,443,310 | -$6,302,751 | +$13,140,559 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 17:14 |
| Q2 2022 | 352 | $256,419,231 | +$32,933,536 | -$10,918,646 | +$22,014,890 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 17:06 |
| Q1 2022 | 278 | $271,157,879 | +$52,487,319 | -$4,934,091 | +$47,553,228 | USMV, IVE, IVV, IVW, FHLC | 13F-HR | 21 Sep 2023, 16:57 |
| Q4 2021 | 302 | $233,668,914 | +$7,806,550 | -$7,730,259 | +$76,291 | USMV, IVE, IVW, IVV, FVAL | 13F-HR | 21 Sep 2023, 16:51 |
| Q3 2021 | 254 | $215,755,693 | +$17,324,996 | -$11,722,404 | +$5,602,592 | USMV, IVE, IVW, IVV, FVAL | 13F-HR | 21 Sep 2023, 15:47 |
| Q2 2021 | 244 | $212,355,321 | +$7,218,359 | -$16,613,706 | -$9,395,347 | USMV, IVE, FTEC, IVW, FVAL | 13F-HR | 21 Sep 2023, 15:43 |
| Q1 2021 | 249 | $206,613,990 | +$6,025,966 | -$3,287,600 | +$2,738,366 | USMV, IVE, FTEC, FHLC, FVAL | 13F-HR | 21 Sep 2023, 14:57 |
| Q4 2020 | 216 | $192,299,352 | +$16,437,103 | -$2,532,426 | +$13,904,677 | USMV, IVE, FTEC, FHLC, IVW | 13F-HR | 21 Sep 2023, 15:53 |
| Q3 2020 | 223 | $169,177,295 | +$10,085,961 | -$932,689 | +$9,153,272 | USMV, IVE, FTEC, FHLC, IVW | 13F-HR | 21 Sep 2023, 15:49 |
| Q2 2020 | 193 | $150,843,346 | +$27,843,111 | -$2,873,151 | +$24,969,960 | USMV, IVE, FHLC, FTEC, IVW | 13F-HR | 21 Sep 2023, 14:19 |
| Q1 2020 | 195 | $106,244,300 | +$16,371,111 | -$9,755,323 | +$6,615,788 | USMV, IVE, FHLC, IVW, FVAL | 13F-HR | 21 Sep 2023, 14:12 |
| Q4 2019 | 183 | $128,334,399 | $0 | USMV, IVE, IVV, FHLC, IVW | 13F-HR | 21 Sep 2023, 14:07 |