Shepherd Wealth Management Ltd Liability CoDeep ValueConcentrated trader

CIK: 0002016209 | CINCINNATI, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	57	$180.8M	2026-08-27	SEC ↗
Q1 2026	13F-HR	52	$133.5M	2026-05-06	SEC ↗
Q4 2025	13F-HR	44	$143.8M	2026-01-20	SEC ↗
Q3 2025	13F-HR	42	$150.5M	2025-11-06	SEC ↗
Q2 2025	13F-HR	49	$146.9M	2025-08-12	SEC ↗
Q1 2025	13F-HR	31	$97.3M	2025-05-13	SEC ↗
Q4 2024	13F-HR	48	$101.7M	2025-02-10	SEC ↗