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Disclosery

Second Half Financial Partners, LLC: IWM position timeline

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

Second Half Financial Partners, LLC held 9,062 IWM 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 9,062 shares
    Change vs previous 13F -586 shares

    1.12% of the 13F portfolio, value $2,722,779.

    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 9,648 shares
    Change vs previous 13F +3,593 shares

    1.08% of the 13F portfolio, value $2,392,650.

    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 6,055 shares
    Change vs previous 13F -7,945 shares

    0.66% of the 13F portfolio, value $1,490,460.

    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 14,000 shares
    Change vs previous 13F -23 shares

    1.49% of the 13F portfolio, value $3,387,499.

    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 14,023 shares
    Change vs previous 13F +1,586 shares

    1.43% of the 13F portfolio, value $3,026,062.

    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 12,437 shares
    Change vs previous 13F +1,139 shares

    1.23% of the 13F portfolio, value $2,481,084.

    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 11,298 shares
    Change vs previous 13F -501 shares

    1.22% of the 13F portfolio, value $2,496,406.

    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 11,799 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,606,281.

    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).