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Disclosery

Southland Equity Partners LLC: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Southland Equity Partners LLC on BALT, newest first. How the timeline and the estimate are built.

Southland Equity Partners LLC held 120,315 BALT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 120,315 shares
    Change vs previous 13F +113,408 shares

    0.72% of the 13F portfolio, value $4,205,009.

    13F-HR 0001214659-26-012879 filed by Southland Equity Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,907 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $236,703.

    13F-HR 0001214659-26-008454 filed by Southland Equity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).