Skip to content
Disclosery

Shepherd Financial Partners LLC: QUAL position timeline

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

Shepherd Financial Partners LLC held 45,966 QUAL 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 45,966 shares
    Change vs previous 13F -81,446 shares

    0.83% of the 13F portfolio, value $10,086,272.

    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 127,412 shares
    Change vs previous 13F +2,258 shares

    2.32% of the 13F portfolio, value $24,438,857.

    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 125,154 shares
    Change vs previous 13F -61,086 shares

    2.3% of the 13F portfolio, value $24,858,074.

    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 186,240 shares
    Change vs previous 13F -20,095 shares

    3.45% of the 13F portfolio, value $36,223,979.

    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 206,335 shares
    Change vs previous 13F -8,945 shares

    3.99% of the 13F portfolio, value $37,722,112.

    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 215,280 shares
    Change vs previous 13F +201,363 shares

    4.31% of the 13F portfolio, value $36,789,242.

    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 13,917 shares
    Change vs previous 13F -1,701 shares

    0.3% of the 13F portfolio, value $2,478,295.

    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 15,618 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,800,393.

    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).