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Disclosery

Shepherd Financial Partners LLC: QQQ position timeline

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

Shepherd Financial Partners LLC held 13,358 QQQ 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 13,358 shares
    Change vs previous 13F -19 shares

    0.81% of the 13F portfolio, value $9,836,830.

    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 13,377 shares
    Change vs previous 13F -10 shares

    0.73% of the 13F portfolio, value $7,720,936.

    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 13,387 shares
    Change vs previous 13F +982 shares

    0.76% of the 13F portfolio, value $8,223,527.

    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 12,405 shares
    Change vs previous 13F -11 shares

    0.71% of the 13F portfolio, value $7,447,525.

    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 12,416 shares
    Change vs previous 13F -471 shares

    0.72% of the 13F portfolio, value $6,848,927.

    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 12,887 shares
    Change vs previous 13F +579 shares

    0.71% of the 13F portfolio, value $6,043,046.

    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 12,308 shares
    Change vs previous 13F -319 shares

    0.75% of the 13F portfolio, value $6,292,300.

    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 12,627 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,162,666.

    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).