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Disclosery

Second Half Financial Partners, LLC: XLU position timeline

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

Second Half Financial Partners, LLC held 55,864 XLU 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 55,864 shares
    Change vs previous 13F +10,419 shares

    1.04% of the 13F portfolio, value $2,532,880.

    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 45,445 shares
    Change vs previous 13F +4,433 shares

    0.94% of the 13F portfolio, value $2,085,476.

    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 41,012 shares
    Change vs previous 13F +22,769 shares

    0.78% of the 13F portfolio, value $1,750,805.

    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 18,243 shares
    Change vs previous 13F +1,861 shares

    0.7% of the 13F portfolio, value $1,590,974.

    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 16,382 shares
    Change vs previous 13F +531 shares

    0.63% of the 13F portfolio, value $1,337,754.

    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 15,851 shares
    Change vs previous 13F -32,672 shares

    0.62% of the 13F portfolio, value $1,249,816.

    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 48,523 shares
    Change vs previous 13F -10,679 shares

    1.79% of the 13F portfolio, value $3,672,689.

    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 59,202 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $4,782,324.

    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).