Shepherd Financial Partners LLC: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on ADP, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 0 ADP shares at 2026-03-31 per its 13F-HR filed 2026-05-11.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -884 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 884 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $227,516.
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 882 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $258,878.
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 882 sharesChange vs previous 13F +3 shares
0.03% of the 13F portfolio, value $271,921.
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 879 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $268,682.
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 877 sharesChange vs previous 13F +28 shares
0.03% of the 13F portfolio, value $256,717.
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 849 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $234,853.
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).