Skip to content
Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: ET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD KAPLAN KROCHUK, LLC on ET, newest first. How the timeline and the estimate are built.

SHEPHERD KAPLAN KROCHUK, LLC held 203,522 ET shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,522 shares
    Change vs previous 13F -11,439 shares

    3.09% of the 13F portfolio, value $3,891,341.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 214,961 shares
    Change vs previous 13F +10,470 shares

    3.49% of the 13F portfolio, value $4,148,747.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 204,491 shares
    Change vs previous 13F -13,040 shares

    2.78% of the 13F portfolio, value $3,372,058.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 217,531 shares
    Change vs previous 13F -7,237 shares

    3.06% of the 13F portfolio, value $3,732,829.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 224,768 shares
    Change vs previous 13F -5,168 shares

    3.54% of the 13F portfolio, value $4,075,050.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 229,936 shares
    Change vs previous 13F -7,691 shares

    3.66% of the 13F portfolio, value $4,274,516.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, 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 237,627 shares
    Change vs previous 13F -15,076 shares

    3.89% of the 13F portfolio, value $4,655,117.

    13F-HR 0000919574-25-001155 filed by SHEPHERD KAPLAN KROCHUK, 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 252,703 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $4,055,886.

    13F-HR 0000919574-24-006588 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).