Second Half Financial Partners, LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Second Half Financial Partners, LLC on BRK-B, newest first. How the timeline and the estimate are built.
Second Half Financial Partners, LLC held 1,195 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,195 sharesChange vs previous 13F +220 shares
0.25% of the 13F portfolio, value $597,966.
13F-HR 0001946654-26-000004 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 975 sharesChange vs previous 13F +361 shares
0.21% of the 13F portfolio, value $467,220.
13F-HR 0001946654-26-000002 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 614 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $308,627.
13F-HR 0001946654-26-000001 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 614 sharesChange vs previous 13F +1 shares
0.14% of the 13F portfolio, value $308,682.
13F-HR 0001946654-25-000009 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 613 sharesChange vs previous 13F +24 shares
0.14% of the 13F portfolio, value $297,777.
13F-HR 0001946654-25-000005 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 589 sharesChange vs previous 13F +17 shares
0.16% of the 13F portfolio, value $313,690.
13F-HR 0001946654-25-000002 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 572 sharesChange vs previous 13F -29 shares
0.13% of the 13F portfolio, value $259,276.
13F-HR 0001946654-25-000001 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 601 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $276,616.
13F-HR 0001946654-24-000004 filed by Second Half Financial Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).