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Disclosery

Shepherd Financial Partners LLC: PG position timeline

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

Shepherd Financial Partners LLC held 18,944 PG 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 18,944 shares
    Change vs previous 13F +683 shares

    0.23% of the 13F portfolio, value $2,777,968.

    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 18,261 shares
    Change vs previous 13F -468 shares

    0.25% of the 13F portfolio, value $2,637,602.

    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 18,729 shares
    Change vs previous 13F -368 shares

    0.25% of the 13F portfolio, value $2,683,990.

    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 19,097 shares
    Change vs previous 13F -3 shares

    0.28% of the 13F portfolio, value $2,934,307.

    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 19,100 shares
    Change vs previous 13F +389 shares

    0.32% of the 13F portfolio, value $3,042,958.

    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 18,711 shares
    Change vs previous 13F +517 shares

    0.37% of the 13F portfolio, value $3,188,795.

    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 18,194 shares
    Change vs previous 13F +245 shares

    0.36% of the 13F portfolio, value $3,050,255.

    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 17,949 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,108,764.

    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).