Shepherd Financial Partners LLC
Q3 2023 13F Holdings
Location
Winchester, MA
Holdings as of
9/30/2023
Value ($000)
$637,357
Num holdings
188
Date filed
11/8/2023
Form type
13F-HR
Prev filing
8/11/2023
Next filing
2/12/2024
SEC
View on sec.gov
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2020 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type