Shepherd Financial Partners LLC: ACN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on ACN, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 1,959 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,959 sharesChange vs previous 13F -364 shares
0.02% of the 13F portfolio, value $243,824.
13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,323 sharesChange vs previous 13F -3,377 shares
0.04% of the 13F portfolio, value $460,669.
13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,700 sharesChange vs previous 13F -368 shares
0.14% of the 13F portfolio, value $1,529,406.
13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,068 sharesChange vs previous 13F -255 shares
0.14% of the 13F portfolio, value $1,496,273.
13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,323 sharesChange vs previous 13F +144 shares
0.2% of the 13F portfolio, value $1,889,790.
13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,179 sharesChange vs previous 13F +1 shares
0.23% of the 13F portfolio, value $1,928,026.
13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,178 sharesChange vs previous 13F -1,851 shares
0.26% of the 13F portfolio, value $2,173,307.
13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,029 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $2,837,936.
13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).