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Disclosery

Shepherd Financial Partners LLC: TSLA position timeline

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

Shepherd Financial Partners LLC held 9,778 TSLA 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 9,778 shares
    Change vs previous 13F +81 shares

    0.34% of the 13F portfolio, value $4,112,632.

    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 9,697 shares
    Change vs previous 13F -268 shares

    0.34% of the 13F portfolio, value $3,604,867.

    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 9,965 shares
    Change vs previous 13F +1,939 shares

    0.42% of the 13F portfolio, value $4,481,460.

    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 8,026 shares
    Change vs previous 13F +32 shares

    0.34% of the 13F portfolio, value $3,569,323.

    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 7,994 shares
    Change vs previous 13F -726 shares

    0.27% of the 13F portfolio, value $2,539,378.

    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 8,720 shares
    Change vs previous 13F +369 shares

    0.26% of the 13F portfolio, value $2,259,877.

    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 8,351 shares
    Change vs previous 13F +91 shares

    0.4% of the 13F portfolio, value $3,372,466.

    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 8,260 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,161,066.

    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).