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
- period ended2026-06-3013F 33,510 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,070 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,429 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,490 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,477 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,729 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).