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Disclosery

Shepherd Financial Partners LLC: HIMU position timeline

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

Shepherd Financial Partners LLC held 9,070 HIMU 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 9,070 shares
    Change vs previous 13F -59,708 shares

    0.04% of the 13F portfolio, value $451,670.

    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 68,778 shares
    Change vs previous 13F -60,141 shares

    0.31% of the 13F portfolio, value $3,299,978.

    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 128,919 shares
    Change vs previous 13F +11,834 shares

    0.58% of the 13F portfolio, value $6,275,766.

    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 117,085 shares
    Change vs previous 13F +72,876 shares

    0.55% of the 13F portfolio, value $5,759,431.

    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 44,209 shares
    Change vs previous 13F +16,983 shares

    0.23% of the 13F portfolio, value $2,149,914.

    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 27,226 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,348,500.

    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).