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Second Half Financial Partners, LLC: TLT position timeline

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

Second Half Financial Partners, LLC held 14,370 TLT 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 14,370 shares
    Change vs previous 13F +6,295 shares

    0.51% of the 13F portfolio, value $1,241,855.

    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 8,075 shares
    Change vs previous 13F +2,841 shares

    0.32% of the 13F portfolio, value $700,022.

    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 5,234 shares
    Change vs previous 13F -2,034 shares

    0.2% of the 13F portfolio, value $456,195.

    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 7,268 shares
    Change vs previous 13F +2,181 shares

    0.29% of the 13F portfolio, value $649,541.

    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 5,087 shares
    Change vs previous 13F +767 shares

    0.21% of the 13F portfolio, value $448,928.

    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 4,320 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $393,250.

    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 4,288 shares
    Change vs previous 13F -147 shares

    0.18% of the 13F portfolio, value $374,471.

    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 4,435 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $435,074.

    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).