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Disclosery

Shepherd Financial Partners LLC: PGR position timeline

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

Shepherd Financial Partners LLC held 16,896 PGR 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 16,896 shares
    Change vs previous 13F -443 shares

    0.3% of the 13F portfolio, value $3,690,999.

    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 17,339 shares
    Change vs previous 13F -89 shares

    0.33% of the 13F portfolio, value $3,437,375.

    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 17,428 shares
    Change vs previous 13F -2,734 shares

    0.37% of the 13F portfolio, value $3,968,778.

    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 20,162 shares
    Change vs previous 13F -29 shares

    0.47% of the 13F portfolio, value $4,978,965.

    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 20,191 shares
    Change vs previous 13F -1,044 shares

    0.57% of the 13F portfolio, value $5,388,080.

    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 21,235 shares
    Change vs previous 13F +916 shares

    0.7% of the 13F portfolio, value $6,009,634.

    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 20,319 shares
    Change vs previous 13F +160 shares

    0.58% of the 13F portfolio, value $4,868,694.

    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 20,159 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $5,115,588.

    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).