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Disclosery

Shepherd Financial Partners LLC: IVV position timeline

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

Shepherd Financial Partners LLC held 114,456 IVV 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 114,456 shares
    Change vs previous 13F +46,637 shares

    7.04% of the 13F portfolio, value $85,715,080.

    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 67,819 shares
    Change vs previous 13F +21,584 shares

    4.2% of the 13F portfolio, value $44,300,152.

    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 46,235 shares
    Change vs previous 13F +1,215 shares

    2.93% of the 13F portfolio, value $31,668,001.

    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 45,020 shares
    Change vs previous 13F -69 shares

    2.87% of the 13F portfolio, value $30,131,708.

    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 45,089 shares
    Change vs previous 13F -35,618 shares

    2.96% of the 13F portfolio, value $27,995,910.

    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 80,707 shares
    Change vs previous 13F +54,679 shares

    5.32% of the 13F portfolio, value $45,349,236.

    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 26,028 shares
    Change vs previous 13F +373 shares

    1.83% of the 13F portfolio, value $15,322,395.

    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 25,655 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $14,798,282.

    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).