Shepherd Financial Partners LLC
Q2 2025 13F Holdings
Location
Winchester, MA
Holdings as of
6/30/2025
Value ($000)
$946,147
Num holdings
240
Date filed
8/13/2025
Form type
13F-HR
Prev filing
4/18/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type