Shepherd Financial Partners LLC: COR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on COR, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 5,570 COR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,570 sharesChange vs previous 13F +129 shares
0.13% of the 13F portfolio, value $1,576,267.
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 5,441 sharesChange vs previous 13F +11 shares
0.16% of the 13F portfolio, value $1,709,374.
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 5,430 sharesChange vs previous 13F -162 shares
0.17% of the 13F portfolio, value $1,834,051.
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 5,592 sharesChange vs previous 13F -60 shares
0.17% of the 13F portfolio, value $1,747,530.
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 5,652 sharesChange vs previous 13F +14 shares
0.18% of the 13F portfolio, value $1,694,854.
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 5,638 sharesChange vs previous 13F +197 shares
0.18% of the 13F portfolio, value $1,567,887.
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 5,441 sharesChange vs previous 13F +46 shares
0.15% of the 13F portfolio, value $1,222,514.
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 5,395 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,214,353.
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).