Shepherd Financial Partners LLCETFConcentrated trader

CIK: 0001696628 | WINCHESTER, MA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	252	$1.2B	2026-11-03	SEC ↗
Q2 2026	13F-HR	256	$1.2B	2026-08-10	SEC ↗
Q1 2026	13F-HR	240	$1.1B	2026-05-11	SEC ↗
Q4 2025	13F-HR	246	$1.1B	2026-02-10	SEC ↗
Q3 2025	13F-HR	243	$1.1B	2025-11-07	SEC ↗
Q2 2025	13F-HR	240	$946.1M	2025-08-13	SEC ↗
Q1 2025	13F-HR	230	$852.8M	2025-04-18	SEC ↗
Q4 2024	13F-HR	220	$836.3M	2025-01-28	SEC ↗
Q3 2024	13F-HR	216	$831.4M	2024-10-28	SEC ↗
Q2 2024	13F-HR	214	$775.5M	2024-08-08	SEC ↗
Q1 2024	13F-HR	215	$764.0M	2024-04-23	SEC ↗
Q4 2023	13F-HR	210	$703.4M	2024-02-12	SEC ↗
Q3 2023	13F-HR	188	$637.4M	2023-11-08	SEC ↗
Q2 2023	13F-HR	186	$644.7M	2023-08-11	SEC ↗
Q1 2023	13F-HR	179	$598.2M	2023-05-02	SEC ↗
Q4 2022	13F-HR	169	$552.6M	2023-02-14	SEC ↗
Q3 2022	13F-HR	165	$25.8M	2022-11-09	SEC ↗
Q2 2022	13F-HR	161	$18.4M	2022-08-15	SEC ↗
Q1 2022	13F-HR	158	$15.1M	2022-05-13	SEC ↗
Q4 2021	13F-HR	152	$17.4M	2022-02-14	SEC ↗
Q3 2021	13F-HR	149	$17.8M	2021-11-15	SEC ↗
Q2 2021	13F-HR	146	$18.4M	2021-08-16	SEC ↗
Q1 2021	13F-HR	141	$16.2M	2021-05-14	SEC ↗
Q4 2020	13F-HR	130	$15.5M	2021-02-16	SEC ↗
Q3 2020Amended	13F-HR/A	123	$900.2K	2020-11-05	SEC ↗
Q2 2020	13F-HR	123	$16.5M	2020-08-05	SEC ↗
Q1 2020	13F-HR	116	$10.2M	2020-05-07	SEC ↗
Q4 2019	13F-HR	125	$14.2M	2020-01-31	SEC ↗
Q3 2019	13F-HR	125	$11.4M	2019-11-25	SEC ↗
Q2 2019	13F-HR	127	$10.0M	2019-08-05	SEC ↗
Q1 2019	13F-HR	124	$9.6M	2019-04-29	SEC ↗
Q4 2018	13F-HR	123	$7.6M	2019-02-07	SEC ↗
Q3 2018	13F-HR	127	$442.8K	2018-10-16	SEC ↗
Q2 2018	13F-HR	128	$8.1M	2018-08-02	SEC ↗
Q1 2018	13F-HR	113	$6.4M	2018-05-01	SEC ↗
Q4 2017	13F-HR	108	$6.5M	2018-02-14	SEC ↗
Q3 2017	13F-HR	111	$3.3M	2017-11-13	SEC ↗
Q2 2017	13F-HR	107	$5.9M	2017-08-14	SEC ↗
Q1 2017	13F-HR	106	$3.0M	2017-05-08	SEC ↗
Q4 2016Amended	13F-HR/A	101	$282.3K	2017-02-15	SEC ↗