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Disclosery

Shepherd Financial Partners LLC: BSV position timeline

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

Shepherd Financial Partners LLC held 9,464 BSV 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 9,464 shares
    Change vs previous 13F -2,903 shares

    0.06% of the 13F portfolio, value $737,314.

    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 12,367 shares
    Change vs previous 13F -1,002 shares

    0.09% of the 13F portfolio, value $969,682.

    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 13,369 shares
    Change vs previous 13F -2,095 shares

    0.1% of the 13F portfolio, value $1,053,575.

    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 15,464 shares
    Change vs previous 13F -2,766 shares

    0.12% of the 13F portfolio, value $1,220,242.

    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 18,230 shares
    Change vs previous 13F -7,473 shares

    0.15% of the 13F portfolio, value $1,434,673.

    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 25,703 shares
    Change vs previous 13F -75,823 shares

    0.24% of the 13F portfolio, value $2,012,046.

    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 101,526 shares
    Change vs previous 13F +848 shares

    0.94% of the 13F portfolio, value $7,844,917.

    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 100,678 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $7,922,372.

    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).