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Disclosery

Shepherd Financial Partners LLC: SPSM position timeline

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

Shepherd Financial Partners LLC held 376,221 SPSM 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 376,221 shares
    Change vs previous 13F -50 shares

    1.78% of the 13F portfolio, value $21,696,674.

    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 376,271 shares
    Change vs previous 13F -9,515 shares

    1.72% of the 13F portfolio, value $18,181,403.

    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 385,786 shares
    Change vs previous 13F +16,682 shares

    1.68% of the 13F portfolio, value $18,077,913.

    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 369,104 shares
    Change vs previous 13F -4,419 shares

    1.63% of the 13F portfolio, value $17,096,873.

    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 373,523 shares
    Change vs previous 13F +1,161 shares

    1.68% of the 13F portfolio, value $15,912,063.

    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 372,362 shares
    Change vs previous 13F +327,805 shares

    1.78% of the 13F portfolio, value $15,177,442.

    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 44,557 shares
    Change vs previous 13F +2,770 shares

    0.24% of the 13F portfolio, value $2,001,478.

    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 41,787 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,901,740.

    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).