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Disclosery

Shepherd Financial Partners LLC: ICLN position timeline

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

Shepherd Financial Partners LLC held 12,913 ICLN 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 12,913 shares
    Change vs previous 13F +476 shares

    0.02% of the 13F portfolio, value $264,590.

    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 12,437 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $227,475.

    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 12,824 shares
    Change vs previous 13F -521 shares

    0.02% of the 13F portfolio, value $210,701.

    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 13,345 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $206,585.

    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 13,277 shares
    Change vs previous 13F -528 shares

    0.02% of the 13F portfolio, value $174,068.

    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 13,805 shares
    Change vs previous 13F +2,253 shares

    0.02% of the 13F portfolio, value $157,646.

    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 11,552 shares
    Change vs previous 13F -931 shares

    0.02% of the 13F portfolio, value $131,462.

    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 12,483 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $183,374.

    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).