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Second Half Financial Partners, LLC: DUBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Second Half Financial Partners, LLC on DUBS, newest first. How the timeline and the estimate are built.

Second Half Financial Partners, LLC held 49,195 DUBS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,195 shares
    Change vs previous 13F -2,889 shares

    0.84% of the 13F portfolio, value $2,048,726.

    13F-HR 0001946654-26-000004 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,084 shares
    Change vs previous 13F +3,516 shares

    0.85% of the 13F portfolio, value $1,878,149.

    13F-HR 0001946654-26-000002 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,568 shares
    Change vs previous 13F -77 shares

    0.81% of the 13F portfolio, value $1,829,659.

    13F-HR 0001946654-26-000001 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,645 shares
    Change vs previous 13F -2,331 shares

    0.78% of the 13F portfolio, value $1,777,950.

    13F-HR 0001946654-25-000009 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,976 shares
    Change vs previous 13F -1,836 shares

    0.81% of the 13F portfolio, value $1,722,989.

    13F-HR 0001946654-25-000005 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,812 shares
    Change vs previous 13F -450 shares

    0.81% of the 13F portfolio, value $1,630,951.

    13F-HR 0001946654-25-000002 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,262 shares
    Change vs previous 13F -344 shares

    0.84% of the 13F portfolio, value $1,720,086.

    13F-HR 0001946654-25-000001 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,606 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,698,174.

    13F-HR 0001946654-24-000004 filed by Second Half Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).