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Disclosery

Shepherd Financial Partners LLC: VBR position timeline

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

Shepherd Financial Partners LLC held 45,136 VBR 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 45,136 shares
    Change vs previous 13F -9,117 shares

    0.9% of the 13F portfolio, value $10,967,729.

    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 54,253 shares
    Change vs previous 13F -1,875 shares

    1.12% of the 13F portfolio, value $11,786,423.

    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 56,128 shares
    Change vs previous 13F -2,384 shares

    1.1% of the 13F portfolio, value $11,887,273.

    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 58,512 shares
    Change vs previous 13F -1,324 shares

    1.16% of the 13F portfolio, value $12,212,077.

    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 59,836 shares
    Change vs previous 13F -7,528 shares

    1.23% of the 13F portfolio, value $11,668,513.

    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 67,364 shares
    Change vs previous 13F -115,668 shares

    1.47% of the 13F portfolio, value $12,549,299.

    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 183,032 shares
    Change vs previous 13F +954 shares

    4.34% of the 13F portfolio, value $36,273,284.

    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 182,078 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $36,557,699.

    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).