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Disclosery

Shepherd Financial Partners LLC: DUK position timeline

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

Shepherd Financial Partners LLC held 27,321 DUK 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 27,321 shares
    Change vs previous 13F -951 shares

    0.28% of the 13F portfolio, value $3,458,290.

    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 28,272 shares
    Change vs previous 13F -497 shares

    0.35% of the 13F portfolio, value $3,701,966.

    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 28,769 shares
    Change vs previous 13F -161 shares

    0.31% of the 13F portfolio, value $3,372,061.

    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 28,930 shares
    Change vs previous 13F -1,307 shares

    0.34% of the 13F portfolio, value $3,580,041.

    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 30,237 shares
    Change vs previous 13F +189 shares

    0.38% of the 13F portfolio, value $3,567,948.

    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 30,048 shares
    Change vs previous 13F +1,246 shares

    0.43% of the 13F portfolio, value $3,664,994.

    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 28,802 shares
    Change vs previous 13F +287 shares

    0.37% of the 13F portfolio, value $3,103,134.

    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 28,515 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,287,766.

    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).