Skip to content
Disclosery

Shepherd Financial Partners LLC: WMT position timeline

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

Shepherd Financial Partners LLC held 49,701 WMT 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 49,701 shares
    Change vs previous 13F -288 shares

    0.46% of the 13F portfolio, value $5,629,131.

    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 49,989 shares
    Change vs previous 13F -141 shares

    0.59% of the 13F portfolio, value $6,212,675.

    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 50,130 shares
    Change vs previous 13F +528 shares

    0.52% of the 13F portfolio, value $5,584,949.

    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 49,602 shares
    Change vs previous 13F +50 shares

    0.49% of the 13F portfolio, value $5,112,013.

    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 49,552 shares
    Change vs previous 13F -554 shares

    0.51% of the 13F portfolio, value $4,845,175.

    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 50,106 shares
    Change vs previous 13F +1,385 shares

    0.52% of the 13F portfolio, value $4,398,789.

    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 48,721 shares
    Change vs previous 13F +372 shares

    0.53% of the 13F portfolio, value $4,401,901.

    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 48,349 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,904,158.

    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).