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Disclosery

Shepherd Financial Partners LLC: SUSA position timeline

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

Shepherd Financial Partners LLC held 20,337 SUSA 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 20,337 shares
    Change vs previous 13F +12 shares

    0.26% of the 13F portfolio, value $3,137,986.

    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 20,325 shares
    Change vs previous 13F -1,130 shares

    0.25% of the 13F portfolio, value $2,684,920.

    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 21,455 shares
    Change vs previous 13F -342 shares

    0.28% of the 13F portfolio, value $2,989,632.

    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 21,797 shares
    Change vs previous 13F -563 shares

    0.28% of the 13F portfolio, value $2,956,751.

    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 22,360 shares
    Change vs previous 13F -151 shares

    0.3% of the 13F portfolio, value $2,834,132.

    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 22,511 shares
    Change vs previous 13F -4,475 shares

    0.3% of the 13F portfolio, value $2,585,836.

    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 26,986 shares
    Change vs previous 13F -1,025 shares

    0.39% of the 13F portfolio, value $3,281,200.

    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 28,011 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,371,719.

    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).