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Disclosery

Second Half Financial Partners, LLC: IDUB position timeline

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

Second Half Financial Partners, LLC held 69,594 IDUB 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 69,594 shares
    Change vs previous 13F -2,801 shares

    0.78% of the 13F portfolio, value $1,912,792.

    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 72,395 shares
    Change vs previous 13F +5,241 shares

    0.8% of the 13F portfolio, value $1,785,985.

    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 67,154 shares
    Change vs previous 13F +143 shares

    0.73% of the 13F portfolio, value $1,633,857.

    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 67,011 shares
    Change vs previous 13F -2,836 shares

    0.7% of the 13F portfolio, value $1,578,109.

    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 69,847 shares
    Change vs previous 13F +1,240 shares

    0.73% of the 13F portfolio, value $1,554,794.

    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 68,607 shares
    Change vs previous 13F -641 shares

    0.71% of the 13F portfolio, value $1,431,293.

    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 69,248 shares
    Change vs previous 13F +2,157 shares

    0.68% of the 13F portfolio, value $1,391,192.

    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 67,091 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,461,913.

    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).