Skip to content
Disclosery

Shepherd Financial Partners LLC: SPTM position timeline

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

Shepherd Financial Partners LLC held 765,384 SPTM 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 765,384 shares
    Change vs previous 13F +18,736 shares

    5.71% of the 13F portfolio, value $69,489,204.

    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 746,648 shares
    Change vs previous 13F +26,181 shares

    5.6% of the 13F portfolio, value $59,030,007.

    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 720,467 shares
    Change vs previous 13F -5,457 shares

    5.51% of the 13F portfolio, value $59,438,645.

    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 725,924 shares
    Change vs previous 13F +8,439 shares

    5.57% of the 13F portfolio, value $58,545,804.

    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 717,485 shares
    Change vs previous 13F +8,880 shares

    5.68% of the 13F portfolio, value $53,732,441.

    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 708,605 shares
    Change vs previous 13F -777,300 shares

    5.65% of the 13F portfolio, value $48,192,192.

    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 1,485,905 shares
    Change vs previous 13F +2,141 shares

    12.69% of the 13F portfolio, value $106,138,188.

    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 1,483,764 shares
    Change vs previous 13F not available

    12.5% of the 13F portfolio, value $103,952,548.

    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).