Skip to content
Disclosery

Shepherd Financial Partners LLC: MCD position timeline

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

Shepherd Financial Partners LLC held 8,827 MCD 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 8,827 shares
    Change vs previous 13F -471 shares

    0.2% of the 13F portfolio, value $2,385,954.

    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 9,298 shares
    Change vs previous 13F -39 shares

    0.27% of the 13F portfolio, value $2,889,594.

    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 9,337 shares
    Change vs previous 13F -149 shares

    0.26% of the 13F portfolio, value $2,853,575.

    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 9,486 shares
    Change vs previous 13F +35 shares

    0.27% of the 13F portfolio, value $2,882,664.

    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 9,451 shares
    Change vs previous 13F +257 shares

    0.29% of the 13F portfolio, value $2,761,313.

    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 9,194 shares
    Change vs previous 13F +200 shares

    0.34% of the 13F portfolio, value $2,872,018.

    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 8,994 shares
    Change vs previous 13F +51 shares

    0.31% of the 13F portfolio, value $2,607,125.

    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 8,943 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,723,099.

    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).