Shepherd Financial Partners LLC: PLTR position timeline

Shepherd Financial Partners LLC held 11,678 PLTR 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 11,678 shares

   Change vs previous 13F +3,789 shares

   0.11% of the 13F portfolio, value $1,362,473.

   13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,889 shares

   Change vs previous 13F -55 shares

   0.11% of the 13F portfolio, value $1,154,004.

   13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,944 shares

   Change vs previous 13F +164 shares

   0.13% of the 13F portfolio, value $1,412,049.

   13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,780 shares

   Change vs previous 13F +122 shares

   0.14% of the 13F portfolio, value $1,419,227.

   13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,658 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $1,043,942.

   13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).