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Phunware shares owned by Halpern Financial

Quarter-by-quarter ownership of Phunware (PHUN) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Phunware

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All positions including Phunware held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phunware by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $101 30 3.37
2024-06-30 $165 30 5.50
2024-03-31 $243 30 8.13

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard Small Cap Etf Etf (VB)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for Halpern Financial

Top funds holding Phunware

Vanguard Group
BlackRock
BlackRock
Geode Capital Management
Susquehanna International
Morgan Stanley
State Street Corporation
Belvedere Trading
Northern Trust
Federation des caisses Desjardins du Quebec
Tower Research Capital
Advisor Group Holdings
Wells Fargo & Company
Federated Investors
Barclays

View all funds holding Phunware