Skip to content
Disclosery

Shepherd Financial Partners LLC: ICSH position timeline

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

Shepherd Financial Partners LLC held 5,813 ICSH 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 5,813 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $294,021.

    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 6,563 shares
    Change vs previous 13F -603 shares

    0.03% of the 13F portfolio, value $332,219.

    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 7,166 shares
    Change vs previous 13F -5,646 shares

    0.03% of the 13F portfolio, value $362,455.

    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 12,812 shares
    Change vs previous 13F -3,117 shares

    0.06% of the 13F portfolio, value $650,188.

    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 15,929 shares
    Change vs previous 13F -332 shares

    0.09% of the 13F portfolio, value $807,777.

    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 16,261 shares
    Change vs previous 13F -7,306 shares

    0.1% of the 13F portfolio, value $824,453.

    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 23,567 shares
    Change vs previous 13F +4,503 shares

    0.14% of the 13F portfolio, value $1,188,497.

    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 19,064 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $967,318.

    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).