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Disclosery

Shepherd Financial Partners LLC: DSI position timeline

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

Shepherd Financial Partners LLC held 20,685 DSI 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 20,685 shares
    Change vs previous 13F +1,808 shares

    0.24% of the 13F portfolio, value $2,945,388.

    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 18,877 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $2,287,746.

    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 18,874 shares
    Change vs previous 13F -791 shares

    0.23% of the 13F portfolio, value $2,431,509.

    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 19,665 shares
    Change vs previous 13F -1,210 shares

    0.24% of the 13F portfolio, value $2,476,825.

    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 20,875 shares
    Change vs previous 13F -1,409 shares

    0.26% of the 13F portfolio, value $2,424,827.

    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 22,284 shares
    Change vs previous 13F -3,501 shares

    0.27% of the 13F portfolio, value $2,282,125.

    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 25,785 shares
    Change vs previous 13F -1,160 shares

    0.34% of the 13F portfolio, value $2,842,811.

    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 26,945 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,931,316.

    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).