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Disclosery

Shepherd Financial Partners LLC: IEMG position timeline

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

Shepherd Financial Partners LLC held 455,410 IEMG 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 455,410 shares
    Change vs previous 13F -83,459 shares

    3.1% of the 13F portfolio, value $37,726,117.

    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 538,869 shares
    Change vs previous 13F -43,959 shares

    3.57% of the 13F portfolio, value $37,586,266.

    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 582,828 shares
    Change vs previous 13F +82,891 shares

    3.63% of the 13F portfolio, value $39,177,688.

    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 499,937 shares
    Change vs previous 13F +178,021 shares

    3.14% of the 13F portfolio, value $32,955,846.

    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 321,916 shares
    Change vs previous 13F -2,502 shares

    2.04% of the 13F portfolio, value $19,324,612.

    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 324,418 shares
    Change vs previous 13F -132,201 shares

    2.05% of the 13F portfolio, value $17,508,819.

    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 456,619 shares
    Change vs previous 13F +4,566 shares

    2.85% of the 13F portfolio, value $23,844,654.

    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 452,053 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $25,952,359.

    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).