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Disclosery

Shepherd Financial Partners LLC: OEF position timeline

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

Shepherd Financial Partners LLC held 2,216 OEF 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 2,216 shares
    Change vs previous 13F -4,514 shares

    0.07% of the 13F portfolio, value $810,751.

    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 6,730 shares
    Change vs previous 13F -85,242 shares

    0.2% of the 13F portfolio, value $2,140,630.

    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 91,972 shares
    Change vs previous 13F +2,455 shares

    2.92% of the 13F portfolio, value $31,543,586.

    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 89,517 shares
    Change vs previous 13F +40,046 shares

    2.84% of the 13F portfolio, value $29,794,687.

    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 49,471 shares
    Change vs previous 13F +16,068 shares

    1.59% of the 13F portfolio, value $15,056,593.

    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 33,403 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $9,046,411.

    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).