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Disclosery

Shepherd Financial Partners LLC: VTV position timeline

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

Shepherd Financial Partners LLC held 13,585 VTV 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 13,585 shares
    Change vs previous 13F -221 shares

    0.24% of the 13F portfolio, value $2,960,622.

    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 13,806 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $2,708,751.

    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 13,803 shares
    Change vs previous 13F +13 shares

    0.24% of the 13F portfolio, value $2,636,283.

    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 13,790 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $2,571,659.

    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 13,783 shares
    Change vs previous 13F -462 shares

    0.26% of the 13F portfolio, value $2,436,052.

    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 14,245 shares
    Change vs previous 13F -272 shares

    0.29% of the 13F portfolio, value $2,460,725.

    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 14,517 shares
    Change vs previous 13F +317 shares

    0.29% of the 13F portfolio, value $2,457,743.

    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 14,200 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,478,932.

    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).