Skip to content
Disclosery

Shepherd Financial Partners LLC: IEFA position timeline

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

Shepherd Financial Partners LLC held 534,513 IEFA 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 534,513 shares
    Change vs previous 13F -52,274 shares

    4.24% of the 13F portfolio, value $51,623,261.

    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 586,787 shares
    Change vs previous 13F +136,735 shares

    5.04% of the 13F portfolio, value $53,121,834.

    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 450,052 shares
    Change vs previous 13F -42,960 shares

    3.73% of the 13F portfolio, value $40,261,690.

    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 493,012 shares
    Change vs previous 13F -142,238 shares

    4.1% of the 13F portfolio, value $43,044,878.

    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 635,250 shares
    Change vs previous 13F +27,386 shares

    5.6% of the 13F portfolio, value $53,030,682.

    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 607,864 shares
    Change vs previous 13F -78,805 shares

    5.39% of the 13F portfolio, value $45,984,908.

    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 686,669 shares
    Change vs previous 13F +1,730 shares

    5.77% of the 13F portfolio, value $48,259,094.

    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 684,939 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $53,459,484.

    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).