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Disclosery

Shepherd Financial Partners LLC: BAI position timeline

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

Shepherd Financial Partners LLC held 618,705 BAI 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 618,705 shares
    Change vs previous 13F -4,263 shares

    2.68% of the 13F portfolio, value $32,618,114.

    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 622,968 shares
    Change vs previous 13F +124,167 shares

    1.95% of the 13F portfolio, value $20,526,848.

    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 498,801 shares
    Change vs previous 13F +51,523 shares

    1.54% of the 13F portfolio, value $16,610,110.

    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 447,278 shares
    Change vs previous 13F +193,479 shares

    1.45% of the 13F portfolio, value $15,279,008.

    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 253,799 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $7,322,116.

    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).