SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in FHI — Federated Hermes, Inc.
CIK 2016209
CINCINNATI, OH
Position in FHI
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$25,839
New position
Shares Held
25,839
first reported quarter
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $300,032 across 3 Asset Management names. FHI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 3,526 | $183,175 | |||
| 2 | FTF |
Franklin Ltd Duration Income Trust
|
15,720 | $91,018 | |
| 3 | FHI |
Federated Hermes, Inc.
This page
|
25,839 | $25,839 |
All Filings in FHI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,839 | 25,839 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||