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Disclosery

Shepherd Financial Partners LLC: XLY position timeline

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

Shepherd Financial Partners LLC held 11,757 XLY 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 11,757 shares
    Change vs previous 13F -107 shares

    0.11% of the 13F portfolio, value $1,378,890.

    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 11,864 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,292,988.

    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 11,864 shares
    Change vs previous 13F +5,845 shares

    0.13% of the 13F portfolio, value $1,416,644.

    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 6,019 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,442,429.

    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 6,019 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $1,308,066.

    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 6,138 shares
    Change vs previous 13F +115 shares

    0.14% of the 13F portfolio, value $1,212,090.

    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 6,023 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,351,235.

    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 6,023 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,206,735.

    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).