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Disclosery

Second Half Financial Partners, LLC: WMT position timeline

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

Second Half Financial Partners, LLC held 6,623 WMT 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 6,623 shares
    Change vs previous 13F -67 shares

    0.31% of the 13F portfolio, value $750,104.

    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 6,690 shares
    Change vs previous 13F -4,432 shares

    0.37% of the 13F portfolio, value $831,415.

    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 11,122 shares
    Change vs previous 13F -304 shares

    0.55% of the 13F portfolio, value $1,239,086.

    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 11,426 shares
    Change vs previous 13F +289 shares

    0.52% of the 13F portfolio, value $1,177,548.

    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 11,137 shares
    Change vs previous 13F -257 shares

    0.51% of the 13F portfolio, value $1,088,961.

    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 11,394 shares
    Change vs previous 13F -7 shares

    0.5% of the 13F portfolio, value $1,000,266.

    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 11,401 shares
    Change vs previous 13F +3,710 shares

    0.5% of the 13F portfolio, value $1,030,067.

    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 7,691 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $621,036.

    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).