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Disclosery

Shepherd Financial Partners LLC: SHV position timeline

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

Shepherd Financial Partners LLC held 17,551 SHV 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 17,551 shares
    Change vs previous 13F +2,927 shares

    0.16% of the 13F portfolio, value $1,936,754.

    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 14,624 shares
    Change vs previous 13F -9,971 shares

    0.15% of the 13F portfolio, value $1,614,344.

    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 24,595 shares
    Change vs previous 13F -36,021 shares

    0.25% of the 13F portfolio, value $2,709,140.

    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 60,616 shares
    Change vs previous 13F +40,874 shares

    0.64% of the 13F portfolio, value $6,697,460.

    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 19,742 shares
    Change vs previous 13F -639 shares

    0.23% of the 13F portfolio, value $2,179,912.

    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 20,381 shares
    Change vs previous 13F -2,256 shares

    0.26% of the 13F portfolio, value $2,251,287.

    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 22,637 shares
    Change vs previous 13F -3,955 shares

    0.3% of the 13F portfolio, value $2,492,560.

    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 26,592 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,941,837.

    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).