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Disclosery

Shepherd Financial Partners LLC: SPYV position timeline

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

Shepherd Financial Partners LLC held 552,003 SPYV 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 552,003 shares
    Change vs previous 13F -160,978 shares

    2.76% of the 13F portfolio, value $33,556,270.

    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 712,981 shares
    Change vs previous 13F +19,446 shares

    3.83% of the 13F portfolio, value $40,340,472.

    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 693,535 shares
    Change vs previous 13F +155,635 shares

    3.65% of the 13F portfolio, value $39,399,745.

    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 537,900 shares
    Change vs previous 13F +20,074 shares

    2.83% of the 13F portfolio, value $29,762,014.

    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 517,826 shares
    Change vs previous 13F +73,251 shares

    2.86% of the 13F portfolio, value $27,103,017.

    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 444,575 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $22,704,429.

    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).