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Disclosery

Shepherd Financial Partners LLC: AAPL position timeline

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

Shepherd Financial Partners LLC held 131,046 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,046 shares
    Change vs previous 13F -590 shares

    3.12% of the 13F portfolio, value $37,919,365.

    13F-HR 0001696628-26-000004 filed by Shepherd 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 131,636 shares
    Change vs previous 13F -1,569 shares

    3.17% of the 13F portfolio, value $33,407,787.

    13F-HR 0001696628-26-000002 filed by Shepherd 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 133,205 shares
    Change vs previous 13F +1,270 shares

    3.36% of the 13F portfolio, value $36,213,223.

    13F-HR 0001696628-26-000001 filed by Shepherd 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 131,935 shares
    Change vs previous 13F +12,120 shares

    3.2% of the 13F portfolio, value $33,594,711.

    13F-HR 0001696628-25-000002 filed by Shepherd 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 119,815 shares
    Change vs previous 13F -5,640 shares

    2.6% of the 13F portfolio, value $24,582,423.

    13F-HR 0001085146-25-005028 filed by Shepherd 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 125,455 shares
    Change vs previous 13F +7,462 shares

    3.27% of the 13F portfolio, value $27,867,227.

    13F-HR 0001085146-25-002194 filed by Shepherd 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 117,993 shares
    Change vs previous 13F -3,526 shares

    3.53% of the 13F portfolio, value $29,547,836.

    13F-HR 0001085146-25-000526 filed by Shepherd 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 121,519 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $28,313,931.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).