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Disclosery

Shepherd Financial Partners LLC: GEV position timeline

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

Shepherd Financial Partners LLC held 1,311 GEV 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 1,311 shares
    Change vs previous 13F +159 shares

    0.13% of the 13F portfolio, value $1,540,571.

    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 1,152 shares
    Change vs previous 13F -21 shares

    0.1% of the 13F portfolio, value $1,005,614.

    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 1,173 shares
    Change vs previous 13F +126 shares

    0.07% of the 13F portfolio, value $766,443.

    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 1,047 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $644,105.

    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 1,025 shares
    Change vs previous 13F -9 shares

    0.06% of the 13F portfolio, value $542,529.

    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 1,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $315,661.

    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).