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Disclosery

Shepherd Financial Partners LLC: SPYM position timeline

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

Shepherd Financial Partners LLC held 88,978 SPYM 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 88,978 shares
    Change vs previous 13F +1,449 shares

    0.64% of the 13F portfolio, value $7,819,378.

    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 87,529 shares
    Change vs previous 13F -551 shares

    0.64% of the 13F portfolio, value $6,699,461.

    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 88,080 shares
    Change vs previous 13F +87 shares

    0.65% of the 13F portfolio, value $7,065,801.

    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 87,993 shares
    Change vs previous 13F -6,835 shares

    0.66% of the 13F portfolio, value $6,893,403.

    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 94,828 shares
    Change vs previous 13F +3,680 shares

    0.73% of the 13F portfolio, value $6,893,011.

    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 91,148 shares
    Change vs previous 13F -2,175 shares

    0.7% of the 13F portfolio, value $5,993,903.

    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 93,323 shares
    Change vs previous 13F +4,676 shares

    0.77% of the 13F portfolio, value $6,433,710.

    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 88,647 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,984,557.

    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).