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Disclosery

Shepherd Financial Partners LLC: SPYG position timeline

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

Shepherd Financial Partners LLC held 408,040 SPYG 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 408,040 shares
    Change vs previous 13F +2,832 shares

    3.99% of the 13F portfolio, value $48,552,674.

    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 405,208 shares
    Change vs previous 13F +23,198 shares

    3.76% of the 13F portfolio, value $39,673,917.

    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 382,010 shares
    Change vs previous 13F +8,936 shares

    3.78% of the 13F portfolio, value $40,760,542.

    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 373,074 shares
    Change vs previous 13F -12,112 shares

    3.71% of the 13F portfolio, value $38,989,910.

    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 385,186 shares
    Change vs previous 13F -14,781 shares

    3.88% of the 13F portfolio, value $36,715,974.

    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 399,967 shares
    Change vs previous 13F +362,826 shares

    3.77% of the 13F portfolio, value $32,145,375.

    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 37,141 shares
    Change vs previous 13F +260 shares

    0.39% of the 13F portfolio, value $3,264,693.

    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 36,881 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,058,911.

    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).