Shepherd Financial Partners LLC
Q2 2026 13F Holdings
Location
Winchester, MA
Holdings as of
6/30/2026
Value
$1.22B
Num holdings
256
Date filed
8/10/2026
Form type
13F-HR
Prev filing
5/11/2026
Next filing
11/3/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type