Second Half Financial Partners, LLC BIL holdings history
SS SPDR BB 1-3M T-BILL ETF · CUSIP 78468R663 · CIK 1946654
As of 2026-06-30, Second Half Financial Partners, LLC reported 469.31K BIL (shares), valued at $43.01M, or 17.63% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares unchanged; reported value increased 0.00%, and weight changed -1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 17.63% | 469,315 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 19.36% | 469,315 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 19.04% | 469,315 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 18.97% | 469,315 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 17.95% | 415,305 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 21.82% | 479,809 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 5.23% | 117,026 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 13.20% | 271,288 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 19.91% | 271,026 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 14.41% | 353,023 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 31.36% | 695,415 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 50.35% | 1,100,976 | SEC filing ↗Filed Nov 13, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 50.35% | 1,100,976 | $101.09M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 31.36% | 695,415 | $63.55M | Shares decreased 36.84%; reported value decreased 37.13%, and weight changed -18.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 14.41% | 353,023 | $32.41M | Shares decreased 49.24%; reported value decreased 49.01%, and weight changed -16.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 19.91% | 271,026 | $24.87M | Shares decreased 23.23%; reported value decreased 23.24%, and weight changed +5.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 13.20% | 271,288 | $24.91M | Shares increased 0.10%; reported value increased 0.13%, and weight changed -6.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 5.23% | 117,026 | $10.70M | Shares decreased 56.86%; reported value decreased 57.04%, and weight changed -7.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 21.82% | 479,809 | $44.01M | Shares increased 310.00%; reported value increased 311.35%, and weight changed +16.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 17.95% | 415,305 | $38.10M | Shares decreased 13.44%; reported value decreased 13.44%, and weight changed -3.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 18.97% | 469,315 | $43.06M | Shares increased 13.00%; reported value increased 13.03%, and weight changed +1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 19.04% | 469,315 | $42.89M | Shares unchanged; reported value decreased 0.40%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 19.36% | 469,315 | $43.01M | Shares unchanged; reported value increased 0.28%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 17.63% | 469,315 | $43.01M | Shares unchanged; reported value increased 0.00%, and weight changed -1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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