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Disclosery

Shepherd Financial Partners LLC: META position timeline

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

Shepherd Financial Partners LLC held 11,229 META 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 11,229 shares
    Change vs previous 13F -101 shares

    0.52% of the 13F portfolio, value $6,325,055.

    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 11,330 shares
    Change vs previous 13F -133 shares

    0.61% of the 13F portfolio, value $6,482,380.

    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 11,463 shares
    Change vs previous 13F +273 shares

    0.7% of the 13F portfolio, value $7,566,513.

    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 11,190 shares
    Change vs previous 13F -157 shares

    0.78% of the 13F portfolio, value $8,217,365.

    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 11,347 shares
    Change vs previous 13F -325 shares

    0.89% of the 13F portfolio, value $8,374,789.

    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 11,672 shares
    Change vs previous 13F +298 shares

    0.79% of the 13F portfolio, value $6,726,997.

    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 11,374 shares
    Change vs previous 13F +106 shares

    0.8% of the 13F portfolio, value $6,659,737.

    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 11,268 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,450,232.

    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).