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Disclosery

Shepherd Financial Partners LLC: V position timeline

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

Shepherd Financial Partners LLC held 24,977 V 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 24,977 shares
    Change vs previous 13F -147 shares

    0.7% of the 13F portfolio, value $8,569,262.

    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 25,124 shares
    Change vs previous 13F -1,793 shares

    0.72% of the 13F portfolio, value $7,593,413.

    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 26,917 shares
    Change vs previous 13F -117 shares

    0.87% of the 13F portfolio, value $9,440,180.

    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 27,034 shares
    Change vs previous 13F -379 shares

    0.88% of the 13F portfolio, value $9,228,888.

    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 27,413 shares
    Change vs previous 13F +54 shares

    1.03% of the 13F portfolio, value $9,732,930.

    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 27,359 shares
    Change vs previous 13F +683 shares

    1.12% of the 13F portfolio, value $9,588,245.

    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 26,676 shares
    Change vs previous 13F +160 shares

    1.01% of the 13F portfolio, value $8,430,827.

    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 26,516 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,290,446.

    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).