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Disclosery

Shepherd Financial Partners LLC: MSFT position timeline

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

Shepherd Financial Partners LLC held 39,783 MSFT 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 39,783 shares
    Change vs previous 13F -583 shares

    1.22% of the 13F portfolio, value $14,840,030.

    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 40,366 shares
    Change vs previous 13F +1,563 shares

    1.42% of the 13F portfolio, value $14,942,198.

    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 38,803 shares
    Change vs previous 13F -1,735 shares

    1.74% of the 13F portfolio, value $18,765,922.

    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 40,538 shares
    Change vs previous 13F -22 shares

    2% of the 13F portfolio, value $20,996,854.

    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 40,560 shares
    Change vs previous 13F -108 shares

    2.13% of the 13F portfolio, value $20,174,877.

    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 40,668 shares
    Change vs previous 13F +3,541 shares

    1.79% of the 13F portfolio, value $15,266,199.

    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 37,127 shares
    Change vs previous 13F +853 shares

    1.87% of the 13F portfolio, value $15,649,107.

    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 36,274 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $15,608,600.

    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).