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Disclosery

Shepherd Financial Partners LLC: MTUM position timeline

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

Shepherd Financial Partners LLC held 47,285 MTUM 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 47,285 shares
    Change vs previous 13F -15,297 shares

    1.33% of the 13F portfolio, value $16,210,617.

    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 62,582 shares
    Change vs previous 13F +2,221 shares

    1.42% of the 13F portfolio, value $15,019,180.

    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 60,361 shares
    Change vs previous 13F +25,629 shares

    1.4% of the 13F portfolio, value $15,109,033.

    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 34,732 shares
    Change vs previous 13F +133 shares

    0.85% of the 13F portfolio, value $8,907,135.

    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 34,599 shares
    Change vs previous 13F -981 shares

    0.88% of the 13F portfolio, value $8,314,874.

    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 35,580 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $7,191,836.

    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).