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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

CASH holding history

Pathward Financial, Inc. in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASH overviewAll 13F holders of CASHFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of CASH by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−15,726−100.0%Sold outHolders
Q3 202515,726––+241+1.6%AddedHolders
Q2 202515,485––+15,485NewHolders