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Disclosery

Shepherd Financial Partners LLC: KRE position timeline

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

Shepherd Financial Partners LLC held 38,861 KRE 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 38,861 shares
    Change vs previous 13F +3,817 shares

    0.24% of the 13F portfolio, value $2,908,756.

    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 35,044 shares
    Change vs previous 13F -136 shares

    0.22% of the 13F portfolio, value $2,283,121.

    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 35,180 shares
    Change vs previous 13F -2,424 shares

    0.21% of the 13F portfolio, value $2,280,004.

    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 37,604 shares
    Change vs previous 13F +1,182 shares

    0.23% of the 13F portfolio, value $2,380,320.

    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 36,422 shares
    Change vs previous 13F +981 shares

    0.23% of the 13F portfolio, value $2,163,131.

    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 35,441 shares
    Change vs previous 13F +1,999 shares

    0.24% of the 13F portfolio, value $2,014,820.

    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 33,442 shares
    Change vs previous 13F +119 shares

    0.24% of the 13F portfolio, value $2,018,201.

    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 33,323 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,886,083.

    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).