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Disclosery

Shepherd Financial Partners LLC: IYW position timeline

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

Shepherd Financial Partners LLC held 3,032 IYW 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 3,032 shares
    Change vs previous 13F -15,925 shares

    0.06% of the 13F portfolio, value $764,762.

    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 18,957 shares
    Change vs previous 13F -17,253 shares

    0.33% of the 13F portfolio, value $3,439,240.

    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 36,210 shares
    Change vs previous 13F +3,407 shares

    0.67% of the 13F portfolio, value $7,230,349.

    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 32,803 shares
    Change vs previous 13F -57,973 shares

    0.61% of the 13F portfolio, value $6,424,823.

    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 90,776 shares
    Change vs previous 13F +2,536 shares

    1.66% of the 13F portfolio, value $15,728,702.

    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 88,240 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $12,392,435.

    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).