Shepherd Financial Partners LLC

Position in GS — Goldman Sachs Group Inc

CIK 1696628 WINCHESTER, MA

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,444,449

+$1,063,953 QoQ

Shares Held

6,372

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#836

of 3,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,899,234 across 5 Capital Markets names. GS ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	6,372	$6,444,449
2	LPLA	LPL Financial Holdings Inc.	4,755	$1,339,388
3	MS	Morgan Stanley	3,891	$813,374
4	HOOD	Robinhood Markets, Inc.	2,227	$223,323
5	PURR	Hyperliquid Strategies Inc	10,000	$78,700

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,444,449	6,372	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$5,380,496	6,360	+9.7%	Shares	Sole	2026-05-11
2025-12-31	$5,097,321	5,799	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$4,614,051	5,794	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$4,086,548	5,774	+1.3%	Shares	Sole	2025-08-13
2025-03-31	$3,113,853	5,700	+5.3%	Shares	Sole	2025-04-18
2024-12-31	$3,099,019	5,412	+0.4%	Shares	Sole	2025-01-28
2024-09-30	$2,669,138	5,391	+4.6%	Shares	Sole	2024-10-28
2024-06-30	$2,331,709	5,155	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$2,158,204	5,167	+7.4%	Shares	Sole	2024-04-23
2023-12-31	$1,855,167	4,809	-8.6%	Shares	Sole	2024-02-12
2023-09-30	$1,701,654	5,259	+4.2%	Shares	Sole	2023-11-08
2023-06-30	$1,627,859	5,047	+2.6%	Shares	Sole	2023-08-11
2023-03-31	$1,609,708	4,921	+2.1%	Shares	Sole	2023-05-02
2022-12-31	$1,655,778	4,822	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$1,400,485	4,779	+6.7%	Shares	Sole	2022-11-09
2022-06-30	$1,330,352	4,479	+4.1%	Shares	Sole	2022-08-15
2022-03-31	$1,420,420	4,303	+5.6%	Shares	Sole	2022-05-13
2021-12-31	$1,558,891	4,075	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$1,546,898	4,092	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$1,512,806	3,986	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$1,302,768	3,984	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$1,049,302	3,979	-58.0%	Shares	Sole	2021-02-16
2020-09-30	$1,904,190	9,475	+3.9%	Shares	Sole	2020-11-16
2020-06-30	$1,802,294	9,120	+5.5%	Shares	Sole	2020-08-05
2020-03-31	$1,336,430	8,645	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.