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Disclosery

Shepherd Financial Partners LLC: HD position timeline

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

Shepherd Financial Partners LLC held 8,810 HD 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 8,810 shares
    Change vs previous 13F -327 shares

    0.26% of the 13F portfolio, value $3,107,132.

    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 9,137 shares
    Change vs previous 13F -408 shares

    0.29% of the 13F portfolio, value $3,005,135.

    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 9,545 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $3,284,448.

    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 9,547 shares
    Change vs previous 13F -2 shares

    0.37% of the 13F portfolio, value $3,868,439.

    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 9,549 shares
    Change vs previous 13F +44 shares

    0.37% of the 13F portfolio, value $3,501,095.

    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 9,505 shares
    Change vs previous 13F +144 shares

    0.41% of the 13F portfolio, value $3,483,479.

    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 9,361 shares
    Change vs previous 13F +121 shares

    0.44% of the 13F portfolio, value $3,641,183.

    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 9,240 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,744,132.

    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).