Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001754960-25-000294
Filing Date
2025-05-13
Accepted
2025-05-12 19:42:09
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1959
2 InformationTableOutput.html INFORMATION TABLE  
2 InformationTableOutput.xml INFORMATION TABLE 16895
  Complete submission text file 0001754960-25-000294.txt   20099
Mailing Address 3181 LINWOOD AVE SUITE 20 CINCINNATI OH 45208
Business Address 3181 LINWOOD AVE SUITE 20 CINCINNATI OH 45208 5136302664
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (Filer) CIK: 0002016209 (see all company filings)

EIN.: 861218637 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24834 | Film No.: 25936661