Skip to content
Disclosery

Shepherd Financial Partners LLC: SPTL position timeline

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

Shepherd Financial Partners LLC held 567,072 SPTL 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 567,072 shares
    Change vs previous 13F -449,442 shares

    1.22% of the 13F portfolio, value $14,874,313.

    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 1,016,514 shares
    Change vs previous 13F +72,886 shares

    2.54% of the 13F portfolio, value $26,734,360.

    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 943,628 shares
    Change vs previous 13F -75,259 shares

    2.31% of the 13F portfolio, value $24,977,842.

    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 1,018,887 shares
    Change vs previous 13F -70,841 shares

    2.61% of the 13F portfolio, value $27,459,026.

    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 1,089,728 shares
    Change vs previous 13F +338,314 shares

    3.06% of the 13F portfolio, value $28,964,989.

    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 751,414 shares
    Change vs previous 13F +371,824 shares

    2.4% of the 13F portfolio, value $20,483,565.

    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 379,590 shares
    Change vs previous 13F +3,901 shares

    1.19% of the 13F portfolio, value $9,941,455.

    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 375,689 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $10,921,263.

    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).