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Disclosery

Shepherd Financial Partners LLC: LMT position timeline

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

Shepherd Financial Partners LLC held 9,146 LMT 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 9,146 shares
    Change vs previous 13F -87 shares

    0.38% of the 13F portfolio, value $4,659,253.

    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 9,233 shares
    Change vs previous 13F -67 shares

    0.53% of the 13F portfolio, value $5,580,499.

    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 9,300 shares
    Change vs previous 13F +1,458 shares

    0.42% of the 13F portfolio, value $4,498,250.

    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 7,842 shares
    Change vs previous 13F +24 shares

    0.37% of the 13F portfolio, value $3,914,994.

    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 7,818 shares
    Change vs previous 13F +99 shares

    0.38% of the 13F portfolio, value $3,620,681.

    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 7,719 shares
    Change vs previous 13F -1,763 shares

    0.4% of the 13F portfolio, value $3,448,359.

    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 9,482 shares
    Change vs previous 13F +40 shares

    0.55% of the 13F portfolio, value $4,607,796.

    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 9,442 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,519,583.

    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).