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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

  1. period ended2026-06-30
    13F 9,583 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,827 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,760 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,729 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,507 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,157 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).