Shepherd Financial Partners LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Winchester, MA
CIK
0001696628
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 186 644,739 13F-HR 8/11/2023 000108514623003268 Shepherd Financial Partners LLC
Q1 2023 179 598,157 13F-HR 5/1/2023 000108514623001990 Shepherd Financial Partners LLC
Q4 2022 169 552,564 13F-HR 2/14/2023 000108514623001288 Shepherd Financial Partners LLC
Q3 2022 165 512,692 13F-HR 11/9/2022 000108514622003867 Shepherd Financial Partners LLC
Q2 2022 161 513,611 13F-HR 8/15/2022 000108514622003063 Shepherd Financial Partners LLC
Q1 2022 158 560,074 13F-HR 5/13/2022 000108514622002085 Shepherd Financial Partners LLC
Q4 2021 152 575,906 13F-HR 2/14/2022 000108514622001040 Shepherd Financial Partners LLC
Q3 2021 149 517,892 13F-HR 11/15/2021 000108514621003310 Shepherd Financial Partners LLC
Q2 2021 146 525,797 13F-HR 8/16/2021 000108514621002570 Shepherd Financial Partners LLC
Q1 2021 141 451,738 13F-HR 5/14/2021 000108514621001685 Shepherd Financial Partners LLC
Q4 2020 130 438,463 13F-HR 2/16/2021 000108514621000777 Shepherd Financial Partners LLC
Q3 2020 128 425,192 RESTATEMENT 11/16/2020 000108514620003024 Shepherd Financial Partners LLC
Q3 2020 123 368,700 13F-HR 11/5/2020 000108514620002749 Shepherd Financial Partners LLC
Q2 2020 123 368,700 13F-HR 8/5/2020 000108514620002009 Shepherd Financial Partners LLC
Q1 2020 116 288,822 13F-HR 5/7/2020 000108514620001324 Shepherd Financial Partners LLC
Q4 2019 125 430,119 13F-HR 1/31/2020 000108514620000343 Shepherd Financial Partners LLC
Q3 2019 125 398,879 13F-HR 11/25/2019 000108514619003042 Shepherd Financial Partners LLC
Q2 2019 127 532,345 13F-HR 8/5/2019 000108514619002069 Shepherd Financial Partners LLC
Q1 2019 124 516,014 13F-HR 4/29/2019 000108514619001269 Shepherd Financial Partners LLC
Q4 2018 123 459,657 13F-HR 2/7/2019 000108514619000391 Shepherd Financial Partners LLC
Q3 2018 127 442,761 13F-HR 10/16/2018 000108514618002332 Shepherd Financial Partners LLC
Q2 2018 128 444,578 13F-HR 8/2/2018 000108514618001804 Shepherd Financial Partners LLC
Q1 2018 113 406,075 13F-HR 5/1/2018 000108514618001186 Shepherd Financial Partners LLC
Q4 2017 108 426,073 13F-HR 2/14/2018 000108514618000778 Shepherd Financial Partners LLC
Q3 2017 111 430,582 13F-HR 11/13/2017 000108514617002317 Shepherd Financial Partners LLC
Q2 2017 107 409,539 13F-HR 8/14/2017 000108514617001824 Shepherd Financial Partners LLC
Q1 2017 106 385,463 13F-HR 5/8/2017 000108514617001126 Shepherd Financial Partners LLC
Q4 2016 104 352,592 RESTATEMENT 2/17/2017 000108514617000825 Shepherd Financial Partners LLC
Q4 2016 101 282,336 13F-HR 2/15/2017 000108514617000800 Shepherd Financial Partners LLC