Shepherd Financial Partners LLC: FDS position timeline

Shepherd Financial Partners LLC held 0 FDS shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -567 shares

   13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 567 shares

   Change vs previous 13F -120 shares

   0.03% of the 13F portfolio, value $253,463.

   13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 687 shares

   Change vs previous 13F -117 shares

   0.04% of the 13F portfolio, value $312,287.

   13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 804 shares

   Change vs previous 13F -73 shares

   0.05% of the 13F portfolio, value $386,148.

   13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 877 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $403,327.

   13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).