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Disclosery

Shepherd Financial Partners LLC: SPMD position timeline

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

Shepherd Financial Partners LLC held 303,394 SPMD 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 303,394 shares
    Change vs previous 13F +7,559 shares

    1.68% of the 13F portfolio, value $20,497,273.

    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 295,835 shares
    Change vs previous 13F -5,299 shares

    1.66% of the 13F portfolio, value $17,519,377.

    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 301,134 shares
    Change vs previous 13F +12,741 shares

    1.62% of the 13F portfolio, value $17,438,683.

    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 288,393 shares
    Change vs previous 13F +6,536 shares

    1.57% of the 13F portfolio, value $16,493,175.

    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 281,857 shares
    Change vs previous 13F +6,555 shares

    1.62% of the 13F portfolio, value $15,327,370.

    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 275,302 shares
    Change vs previous 13F +264,931 shares

    1.65% of the 13F portfolio, value $14,089,991.

    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 10,371 shares
    Change vs previous 13F +5,663 shares

    0.07% of the 13F portfolio, value $567,190.

    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 4,708 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,434.

    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).