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Shepherd Financial Partners LLC: VWO position timeline

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

Shepherd Financial Partners LLC held 33,510 VWO 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 33,510 shares
    Change vs previous 13F +7,606 shares

    0.16% of the 13F portfolio, value $2,000,183.

    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 25,904 shares
    Change vs previous 13F +1,834 shares

    0.13% of the 13F portfolio, value $1,400,120.

    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 24,070 shares
    Change vs previous 13F -2,359 shares

    0.12% of the 13F portfolio, value $1,294,012.

    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 26,429 shares
    Change vs previous 13F +939 shares

    0.14% of the 13F portfolio, value $1,431,909.

    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 25,490 shares
    Change vs previous 13F -5,987 shares

    0.13% of the 13F portfolio, value $1,260,722.

    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 31,477 shares
    Change vs previous 13F -252 shares

    0.17% of the 13F portfolio, value $1,424,631.

    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 31,729 shares
    Change vs previous 13F +59 shares

    0.17% of the 13F portfolio, value $1,397,347.

    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 31,670 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,515,428.

    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).