Shepherd Financial Partners LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1696628
WINCHESTER, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,339,388
-$91,058 QoQ
Shares Held
4,755
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#345
of 761 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Shepherd Financial Partners LLC holds $8,899,234 across 5 Capital Markets names. LPLA ranks #2 (15.1% of the industry book) .
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,388 | 4,755 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,430,446 | 4,755 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,698,343 | 4,755 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,581,940 | 4,755 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,782,982 | 4,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,555,550 | 4,755 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,491,145 | 13,755 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,199,825 | 13,755 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,841,771 | 13,755 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,634,071 | 13,755 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,597,241 | 20,197 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||