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Disclosery

Second Half Financial Partners, LLC: XLC position timeline

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

Second Half Financial Partners, LLC held 0 XLC shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,412 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,412 shares
    Change vs previous 13F -26 shares

    0.23% of the 13F portfolio, value $522,248.

    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).

  3. period ended2025-06-30
    13F 4,438 shares
    Change vs previous 13F -1,309 shares

    0.23% of the 13F portfolio, value $481,656.

    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).

  4. period ended2025-03-31
    13F 5,747 shares
    Change vs previous 13F -390 shares

    0.27% of the 13F portfolio, value $554,298.

    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).

  5. period ended2024-12-31
    13F 6,137 shares
    Change vs previous 13F +227 shares

    0.29% of the 13F portfolio, value $594,123.

    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).

  6. period ended2024-09-30
    13F 5,910 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $534,264.

    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).