Skip to content
Disclosery

Shepherd Financial Partners LLC: XLP position timeline

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

Shepherd Financial Partners LLC held 21,875 XLP 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 21,875 shares
    Change vs previous 13F +66 shares

    0.15% of the 13F portfolio, value $1,817,155.

    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 21,809 shares
    Change vs previous 13F -275 shares

    0.17% of the 13F portfolio, value $1,787,886.

    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 22,084 shares
    Change vs previous 13F +241 shares

    0.16% of the 13F portfolio, value $1,715,502.

    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 21,843 shares
    Change vs previous 13F -123 shares

    0.16% of the 13F portfolio, value $1,711,848.

    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 21,966 shares
    Change vs previous 13F +361 shares

    0.19% of the 13F portfolio, value $1,778,615.

    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 21,605 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $1,764,482.

    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 21,594 shares
    Change vs previous 13F +183 shares

    0.2% of the 13F portfolio, value $1,697,478.

    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 21,411 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,777,109.

    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).