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Shepherd Financial Partners LLC → BILL
Shepherd Financial Partners LLC BILL Position History
BILL Holdings, Inc. • Technology
Quarters held
5
Latest value
$457K
Q3 2026
Peak value
$765K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $743K |
| Q4 2025 | $765K |
| Q1 2026 | $537K |
| Q2 2026 | $431K |
| Q3 2026 | $457K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $457K | 10.7K | — | — |
| Q2 2026 | $431K | 11.9K | — | — |
| Q1 2026 | $537K | 14.0K | — | — |
| Q4 2025 | $765K | 14.0K | — | — |
| Q3 2025 | $743K | 14.0K | — | — |
Other funds holding BILL
$383.1M
$372.1M
$269.1M
$254.1M
$133.9M