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Shepherd Financial Partners LLC: SNOW position timeline

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

Shepherd Financial Partners LLC held 2,157 SNOW 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 2,157 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $548,967.

    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 2,110 shares
    Change vs previous 13F -1,819 shares

    0.03% of the 13F portfolio, value $318,227.

    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 3,929 shares
    Change vs previous 13F +161 shares

    0.08% of the 13F portfolio, value $861,867.

    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 3,768 shares
    Change vs previous 13F +174 shares

    0.08% of the 13F portfolio, value $849,875.

    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 3,594 shares
    Change vs previous 13F +32 shares

    0.09% of the 13F portfolio, value $804,231.

    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 3,562 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $520,624.

    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).