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Disclosery

Shepherd Financial Partners LLC: ICE position timeline

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

Shepherd Financial Partners LLC held 6,795 ICE 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 6,795 shares
    Change vs previous 13F +115 shares

    0.07% of the 13F portfolio, value $836,481.

    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 6,680 shares
    Change vs previous 13F -148 shares

    0.1% of the 13F portfolio, value $1,050,565.

    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 6,828 shares
    Change vs previous 13F -83 shares

    0.1% of the 13F portfolio, value $1,105,872.

    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 6,911 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $1,164,316.

    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 6,947 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $1,274,591.

    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 6,967 shares
    Change vs previous 13F +374 shares

    0.14% of the 13F portfolio, value $1,201,885.

    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 6,593 shares
    Change vs previous 13F +85 shares

    0.12% of the 13F portfolio, value $982,485.

    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 6,508 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,045,399.

    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).