Shepherd Financial Partners LLC: ITW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on ITW, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 2,580 ITW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,580 sharesChange vs previous 13F +39 shares
0.06% of the 13F portfolio, value $697,871.
13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,541 sharesChange vs previous 13F +7 shares
0.06% of the 13F portfolio, value $661,407.
13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,534 sharesChange vs previous 13F -99 shares
0.06% of the 13F portfolio, value $624,078.
13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,633 sharesChange vs previous 13F +4 shares
0.07% of the 13F portfolio, value $686,570.
13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,629 sharesChange vs previous 13F -51 shares
0.07% of the 13F portfolio, value $650,078.
13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,680 sharesChange vs previous 13F +1 shares
0.08% of the 13F portfolio, value $664,727.
13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,679 sharesChange vs previous 13F +15 shares
0.08% of the 13F portfolio, value $679,403.
13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,664 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $698,097.
13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).