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Disclosery

Second Half Financial Partners, LLC: SPY position timeline

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

Second Half Financial Partners, LLC held 16,496 SPY 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 16,496 shares
    Change vs previous 13F -1,470 shares

    5.05% of the 13F portfolio, value $12,318,819.

    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 17,966 shares
    Change vs previous 13F +288 shares

    5.26% of the 13F portfolio, value $11,684,110.

    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 17,678 shares
    Change vs previous 13F -276 shares

    5.35% of the 13F portfolio, value $12,054,916.

    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 17,954 shares
    Change vs previous 13F -635 shares

    5.27% of the 13F portfolio, value $11,960,469.

    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 18,589 shares
    Change vs previous 13F +8,495 shares

    5.41% of the 13F portfolio, value $11,485,194.

    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 10,094 shares
    Change vs previous 13F +2,694 shares

    2.8% of the 13F portfolio, value $5,646,317.

    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 7,400 shares
    Change vs previous 13F +284 shares

    2.12% of the 13F portfolio, value $4,337,223.

    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 7,116 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $4,082,863.

    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).