Skip to content
Disclosery

Shepherd Financial Partners LLC: ED position timeline

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

Shepherd Financial Partners LLC held 14,759 ED 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 14,759 shares
    Change vs previous 13F -328 shares

    0.13% of the 13F portfolio, value $1,632,792.

    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 15,087 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $1,707,503.

    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 15,047 shares
    Change vs previous 13F +318 shares

    0.14% of the 13F portfolio, value $1,494,514.

    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 14,729 shares
    Change vs previous 13F +235 shares

    0.14% of the 13F portfolio, value $1,480,594.

    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 14,494 shares
    Change vs previous 13F +646 shares

    0.15% of the 13F portfolio, value $1,454,461.

    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 13,848 shares
    Change vs previous 13F +210 shares

    0.18% of the 13F portfolio, value $1,531,483.

    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 13,638 shares
    Change vs previous 13F +42 shares

    0.15% of the 13F portfolio, value $1,216,901.

    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 13,596 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,415,756.

    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).