Shepherd Financial Partners LLC
Q3 2022 13F Holdings
Location
Winchester, MA
Holdings as of
9/30/2022
Value ($000)
$512,692
Num holdings
165
Date filed
11/9/2022
Form type
13F-HR
Prev filing
8/15/2022
Next filing
2/14/2023
SEC
View on sec.gov
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2020 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type