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Shepherd Financial Partners LLC

Position in BAI — BAI ETF

CIK 1696628 WINCHESTER, MA

All Filings in BAI

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,618,127 618,705
2026-03-31 $20,526,795 622,968
2025-12-31 $16,610,073 498,801
2025-09-30 $15,279,016 447,278
2025-06-30 $7,322,101 253,799