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Disclosery

Second Half Financial Partners, LLC: IEF position timeline

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

Second Half Financial Partners, LLC held 3,163 IEF 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 3,163 shares
    Change vs previous 13F -1,133 shares

    0.12% of the 13F portfolio, value $299,125.

    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 4,296 shares
    Change vs previous 13F +1,257 shares

    0.18% of the 13F portfolio, value $410,010.

    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 3,039 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $292,230.

    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 3,039 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $293,142.

    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 3,039 shares
    Change vs previous 13F -100 shares

    0.14% of the 13F portfolio, value $291,045.

    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 3,139 shares
    Change vs previous 13F -517 shares

    0.15% of the 13F portfolio, value $299,366.

    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 3,656 shares
    Change vs previous 13F -762 shares

    0.17% of the 13F portfolio, value $337,997.

    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 4,418 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $433,494.

    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).