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Disclosery

Shepherd Financial Partners LLC: AVGO position timeline

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

Shepherd Financial Partners LLC held 31,261 AVGO 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 31,261 shares
    Change vs previous 13F -930 shares

    0.97% of the 13F portfolio, value $11,808,708.

    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 32,191 shares
    Change vs previous 13F -1,231 shares

    0.95% of the 13F portfolio, value $9,963,390.

    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 33,422 shares
    Change vs previous 13F -585 shares

    1.07% of the 13F portfolio, value $11,567,198.

    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 34,007 shares
    Change vs previous 13F -182 shares

    1.07% of the 13F portfolio, value $11,219,388.

    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 34,189 shares
    Change vs previous 13F +4,669 shares

    1% of the 13F portfolio, value $9,424,109.

    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 29,520 shares
    Change vs previous 13F +889 shares

    0.58% of the 13F portfolio, value $4,942,533.

    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 28,631 shares
    Change vs previous 13F +2,412 shares

    0.79% of the 13F portfolio, value $6,637,801.

    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 26,219 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,522,700.

    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).