Chief Compliance Officer

0001994335-23-000005.txt : 20230921 0001994335-23-000005.hdr.sgml : 20230921 20230921145321 ACCESSION NUMBER: 0001994335-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20230921 DATE AS OF CHANGE: 20230921 EFFECTIVENESS DATE: 20230921 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Halpern Financial, Inc. CENTRAL INDEX KEY: 0001994335 IRS NUMBER: 522108913 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23388 FILM NUMBER: 231268936 BUSINESS ADDRESS: STREET 1: 20365 EXCHANGE STREET, SUITE 200 CITY: ASHBURN STATE: VA ZIP: 20147 BUSINESS PHONE: 240-268-1000 MAIL ADDRESS: STREET 1: 20365 EXCHANGE STREET, SUITE 200 CITY: ASHBURN STATE: VA ZIP: 20147 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001994335 XXXXXXXX 12-31-2020 12-31-2020 Halpern Financial, Inc.

20365 EXCHANGE STREET, SUITE 200 ASHBURN VA 20147

13F HOLDINGS REPORT 028-23388 000108822 801-57444 N Melissa Sotudeh Chief Compliance Officer 240-268-1000 Melissa Sotudeh Ashburn VA 09-21-2023 0 204 192318714 false INFORMATION TABLE 2 4q20halpern.xml 3M CO COM Stock 88579Y101 19402 111 SH SOLE 0 0 111 ABBOTT LABS COM Stock 002824100 19818 181 SH SOLE 0 0 181 ABBVIE INC COM Stock 00287Y109 5358 50 SH SOLE 0 0 50 AFLAC INC COM Stock 001055102 8894 200 SH SOLE 0 0 200 AGNICO EAGLE MINES LTD COM Stock 008474108 5288 75 SH SOLE 0 0 75 AIRBNB INC COM CL A Stock 009066101 1468 10 SH SOLE 0 0 10 ALPHABET INC CAP STK CL C Stock 02079K107 15767 9 SH SOLE 0 0 9 ALTRIA GROUP INC COM Stock 02209S103 20500 500 SH SOLE 0 0 500 AMARIN CORP PLC SPONS ADR NEW ADR 023111206 7785 1592 SH SOLE 0 0 1592 AMAZON.COM INC Stock 023135106 400602 123 SH SOLE 0 0 123 AMERICAN WOODMARK CORPORATION COM Stock 030506109 939 10 SH SOLE 0 0 10 AMETEK INC COM Stock 031100100 5563 46 SH SOLE 0 0 46 AMGEN INC Stock 031162100 12876 56 SH SOLE 0 0 56 ANSYS INC COM Stock 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