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Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: FDL position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 82,654 FDL 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 82,654 shares
    Change vs previous 13F +44,080 shares

    3.2% of the 13F portfolio, value $4,021,944.

    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 38,574 shares
    Change vs previous 13F -1,494 shares

    1.65% of the 13F portfolio, value $1,959,559.

    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 40,068 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,776,615.

    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).