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Disclosery

Shepherd Financial Partners LLC: IAGG position timeline

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

Shepherd Financial Partners LLC held 156,385 IAGG 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 156,385 shares
    Change vs previous 13F +30,942 shares

    0.65% of the 13F portfolio, value $7,913,098.

    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 125,443 shares
    Change vs previous 13F +118,802 shares

    0.6% of the 13F portfolio, value $6,277,173.

    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 6,641 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $332,108.

    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 6,767 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $346,674.

    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).