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Disclosery

Shepherd Financial Partners LLC: XLU position timeline

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

Shepherd Financial Partners LLC held 59,399 XLU 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 59,399 shares
    Change vs previous 13F -971 shares

    0.22% of the 13F portfolio, value $2,693,156.

    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 60,370 shares
    Change vs previous 13F -512 shares

    0.26% of the 13F portfolio, value $2,770,377.

    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 60,882 shares
    Change vs previous 13F +30,623 shares

    0.24% of the 13F portfolio, value $2,599,054.

    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 30,259 shares
    Change vs previous 13F -33 shares

    0.25% of the 13F portfolio, value $2,638,923.

    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 30,292 shares
    Change vs previous 13F +606 shares

    0.26% of the 13F portfolio, value $2,473,623.

    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 29,686 shares
    Change vs previous 13F +2,024 shares

    0.27% of the 13F portfolio, value $2,340,756.

    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 27,662 shares
    Change vs previous 13F +287 shares

    0.25% of the 13F portfolio, value $2,093,775.

    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 27,375 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,211,362.

    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).