Chief Compliance Officer

0001994335-23-000007.txt : 20230921 0001994335-23-000007.hdr.sgml : 20230921 20230921154345 ACCESSION NUMBER: 0001994335-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 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: 231269071 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 06-30-2021 06-30-2021 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 0 246 212355321 false INFORMATION TABLE 2 2q21halpern.xml 22ND CENTY GROUP INCCOM Stock 90137F202 3161526 682835 SH SOLE 0 0 682835 3M CO COM Stock 88579Y101 22048 111 SH SOLE 0 0 111 ABBOTT LABS COM Stock 002824100 19824 171 SH SOLE 0 0 171 ABBVIE INC COM Stock 00287Y109 19825 176 SH SOLE 0 0 176 ACTIVISION INC Stock 00507V109 3627 38 SH SOLE 0 0 38 AFLAC INC COM Stock 001055102 10732 200 SH SOLE 0 0 200 AIRBNB INC COM CL A Stock 009066101 1531 10 SH SOLE 0 0 10 ALPHABET INC CAP STK CL C Stock 02079K107 25063 10 SH SOLE 0 0 10 ALTRIA GROUP INC COM Stock 02209S103 37763 792 SH SOLE 0 0 792 AMARIN CORP PLC SPONS ADR NEW ADR 023111206 6973 1592 SH SOLE 0 0 1592 AMAZON.COM INC Stock 023135106 405939 118 SH SOLE 0 0 118 AMERICAN TOWER CORP REIT 03027X100 7294 27 SH SOLE 0 0 27 AMETEK INC COM Stock 031100100 6141 46 SH SOLE 0 0 46 AMGEN INC Stock 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