Shepherd Financial Partners LLC: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on MU, newest first. How the timeline and the estimate are built.
Shepherd Financial Partners LLC held 3,462 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,462 sharesChange vs previous 13F -66 shares
0.33% of the 13F portfolio, value $3,996,185.
13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,528 sharesChange vs previous 13F -670 shares
0.11% of the 13F portfolio, value $1,191,757.
13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,198 sharesChange vs previous 13F +2,192 shares
0.11% of the 13F portfolio, value $1,198,181.
13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,006 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $335,661.
13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,006 sharesChange vs previous 13F +2,006 shares
0.03% of the 13F portfolio, value $247,251.
13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,644 shares
13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,644 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $222,520.
13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).