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Disclosery

Shepherd Financial Partners LLC: VEA position timeline

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

Shepherd Financial Partners LLC held 60,784 VEA 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 60,784 shares
    Change vs previous 13F +219 shares

    0.36% of the 13F portfolio, value $4,330,832.

    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 60,565 shares
    Change vs previous 13F -3,134 shares

    0.37% of the 13F portfolio, value $3,881,015.

    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 63,699 shares
    Change vs previous 13F -2,517 shares

    0.37% of the 13F portfolio, value $3,979,289.

    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 66,216 shares
    Change vs previous 13F +288 shares

    0.38% of the 13F portfolio, value $3,967,638.

    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 65,928 shares
    Change vs previous 13F -15,225 shares

    0.4% of the 13F portfolio, value $3,758,576.

    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 81,153 shares
    Change vs previous 13F -4,019 shares

    0.48% of the 13F portfolio, value $4,124,993.

    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 85,172 shares
    Change vs previous 13F -6,047 shares

    0.49% of the 13F portfolio, value $4,072,910.

    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 91,219 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,817,248.

    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).