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Disclosery

Shepherd Financial Partners LLC: SPY position timeline

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

Shepherd Financial Partners LLC held 101,597 SPY 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 101,597 shares
    Change vs previous 13F -96 shares

    6.23% of the 13F portfolio, value $75,869,590.

    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 101,693 shares
    Change vs previous 13F -124 shares

    6.27% of the 13F portfolio, value $66,135,278.

    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 101,817 shares
    Change vs previous 13F -339 shares

    6.43% of the 13F portfolio, value $69,430,808.

    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 102,156 shares
    Change vs previous 13F -264 shares

    6.48% of the 13F portfolio, value $68,054,077.

    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 102,420 shares
    Change vs previous 13F +518 shares

    6.69% of the 13F portfolio, value $63,280,135.

    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 101,902 shares
    Change vs previous 13F -101,054 shares

    6.68% of the 13F portfolio, value $57,003,073.

    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 202,956 shares
    Change vs previous 13F +907 shares

    14.22% of the 13F portfolio, value $118,948,122.

    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 202,049 shares
    Change vs previous 13F not available

    13.94% of the 13F portfolio, value $115,927,337.

    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).