Skip to content
Disclosery

Shepherd Financial Partners LLC: PEP position timeline

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

Shepherd Financial Partners LLC held 8,441 PEP 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 8,441 shares
    Change vs previous 13F +1,121 shares

    0.09% of the 13F portfolio, value $1,142,857.

    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 7,320 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $1,136,773.

    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 7,317 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $1,050,171.

    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 7,386 shares
    Change vs previous 13F -344 shares

    0.1% of the 13F portfolio, value $1,037,324.

    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 7,730 shares
    Change vs previous 13F +118 shares

    0.11% of the 13F portfolio, value $1,020,686.

    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 7,612 shares
    Change vs previous 13F -66 shares

    0.13% of the 13F portfolio, value $1,141,397.

    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 7,678 shares
    Change vs previous 13F -249 shares

    0.14% of the 13F portfolio, value $1,167,486.

    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 7,927 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,347,955.

    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).