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Disclosery

Shepherd Financial Partners LLC: RLY position timeline

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

Shepherd Financial Partners LLC held 8,322 RLY 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 8,322 shares
    Change vs previous 13F -2,351 shares

    0.02% of the 13F portfolio, value $287,188.

    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 10,673 shares
    Change vs previous 13F +1,300 shares

    0.04% of the 13F portfolio, value $385,824.

    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 9,373 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $294,782.

    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 9,270 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $286,271.

    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 9,255 shares
    Change vs previous 13F -259 shares

    0.03% of the 13F portfolio, value $269,224.

    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 9,514 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $271,518.

    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 9,514 shares
    Change vs previous 13F -1,811 shares

    0.03% of the 13F portfolio, value $257,058.

    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 11,325 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $325,492.

    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).