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Disclosery

Shepherd Financial Partners LLC: MBB position timeline

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

Shepherd Financial Partners LLC held 80,672 MBB 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 80,672 shares
    Change vs previous 13F +31,567 shares

    0.63% of the 13F portfolio, value $7,625,126.

    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 49,105 shares
    Change vs previous 13F +2,451 shares

    0.44% of the 13F portfolio, value $4,662,499.

    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 46,654 shares
    Change vs previous 13F +804 shares

    0.41% of the 13F portfolio, value $4,442,360.

    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 45,850 shares
    Change vs previous 13F +2,057 shares

    0.42% of the 13F portfolio, value $4,362,661.

    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 43,793 shares
    Change vs previous 13F +2,134 shares

    0.43% of the 13F portfolio, value $4,111,754.

    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 41,659 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,906,788.

    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).