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Disclosery

Second Half Financial Partners, LLC: SPYI position timeline

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

Second Half Financial Partners, LLC held 404,802 SPYI 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 404,802 shares
    Change vs previous 13F 0 shares

    8.81% of the 13F portfolio, value $21,490,914.

    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 404,802 shares
    Change vs previous 13F 0 shares

    9% of the 13F portfolio, value $19,985,052.

    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 404,802 shares
    Change vs previous 13F 0 shares

    9.44% of the 13F portfolio, value $21,264,225.

    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 404,802 shares
    Change vs previous 13F -5,004 shares

    9.33% of the 13F portfolio, value $21,171,121.

    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 409,806 shares
    Change vs previous 13F +2,391 shares

    9.72% of the 13F portfolio, value $20,621,425.

    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 407,415 shares
    Change vs previous 13F -46,585 shares

    9.67% of the 13F portfolio, value $19,511,123.

    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 454,000 shares
    Change vs previous 13F not available

    11.27% of the 13F portfolio, value $23,072,261.

    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).