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Disclosery

Shepherd Financial Partners LLC: IWO position timeline

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

Shepherd Financial Partners LLC held 35,669 IWO 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 35,669 shares
    Change vs previous 13F -5,132 shares

    1.15% of the 13F portfolio, value $14,052,238.

    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 40,801 shares
    Change vs previous 13F -661 shares

    1.21% of the 13F portfolio, value $12,803,690.

    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 41,462 shares
    Change vs previous 13F -1,466 shares

    1.24% of the 13F portfolio, value $13,392,747.

    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 42,928 shares
    Change vs previous 13F -961 shares

    1.31% of the 13F portfolio, value $13,738,789.

    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 43,889 shares
    Change vs previous 13F -4,233 shares

    1.33% of the 13F portfolio, value $12,545,960.

    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 48,122 shares
    Change vs previous 13F -77,981 shares

    1.44% of the 13F portfolio, value $12,296,552.

    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 126,103 shares
    Change vs previous 13F +133 shares

    4.34% of the 13F portfolio, value $36,294,994.

    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 125,970 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $35,775,546.

    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).