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Disclosery

Shepherd Financial Partners LLC: USMV position timeline

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

Shepherd Financial Partners LLC held 19,730 USMV 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 19,730 shares
    Change vs previous 13F -614 shares

    0.16% of the 13F portfolio, value $1,903,125.

    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 20,344 shares
    Change vs previous 13F -46 shares

    0.18% of the 13F portfolio, value $1,886,715.

    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 20,390 shares
    Change vs previous 13F -264 shares

    0.18% of the 13F portfolio, value $1,919,969.

    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 20,654 shares
    Change vs previous 13F -136 shares

    0.19% of the 13F portfolio, value $1,965,033.

    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 20,790 shares
    Change vs previous 13F -3,091 shares

    0.21% of the 13F portfolio, value $1,951,562.

    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 23,881 shares
    Change vs previous 13F +1,117 shares

    0.26% of the 13F portfolio, value $2,236,686.

    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 22,764 shares
    Change vs previous 13F -812 shares

    0.24% of the 13F portfolio, value $2,021,176.

    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 23,576 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,152,761.

    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).