Shepherd Financial Partners LLC

Q2 2026 13F Holdings

Location
Winchester, MA
Holdings as of
6/30/2026
Value ($000)
$1,216,857
Num holdings
256
Date filed
8/10/2026
Form type
13F-HR
Prev filing
5/11/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type