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Disclosery

Shepherd Financial Partners LLC: VLO position timeline

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

Shepherd Financial Partners LLC held 28,473 VLO 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 28,473 shares
    Change vs previous 13F -147 shares

    0.61% of the 13F portfolio, value $7,415,382.

    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 28,620 shares
    Change vs previous 13F -206 shares

    0.67% of the 13F portfolio, value $7,071,404.

    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 28,826 shares
    Change vs previous 13F -191 shares

    0.43% of the 13F portfolio, value $4,692,509.

    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 29,017 shares
    Change vs previous 13F -19 shares

    0.47% of the 13F portfolio, value $4,940,487.

    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 29,036 shares
    Change vs previous 13F -876 shares

    0.41% of the 13F portfolio, value $3,903,061.

    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 29,912 shares
    Change vs previous 13F +1,246 shares

    0.46% of the 13F portfolio, value $3,950,511.

    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 28,666 shares
    Change vs previous 13F +672 shares

    0.42% of the 13F portfolio, value $3,514,120.

    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 27,994 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,780,000.

    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).