Shepherd Financial Partners LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on LLY, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 9,583 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,583 sharesChange vs previous 13F -116 shares
0.94% of the 13F portfolio, value $11,493,879.
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 9,699 sharesChange vs previous 13F -128 shares
0.85% of the 13F portfolio, value $8,920,527.
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 9,827 sharesChange vs previous 13F +67 shares
0.98% of the 13F portfolio, value $10,561,028.
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 9,760 sharesChange vs previous 13F +31 shares
0.71% of the 13F portfolio, value $7,446,680.
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 9,729 sharesChange vs previous 13F +222 shares
0.8% of the 13F portfolio, value $7,583,950.
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 9,507 sharesChange vs previous 13F +350 shares
0.92% of the 13F portfolio, value $7,852,101.
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 9,157 sharesChange vs previous 13F -2,005 shares
0.85% of the 13F portfolio, value $7,069,246.
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 11,162 sharesChange vs previous 13F not available
1.19% of the 13F portfolio, value $9,888,873.
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).