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Southland Equity Partners LLC: BRK-B position timeline

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

Southland Equity Partners LLC held 12,768 BRK-B 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 12,768 shares
    Change vs previous 13F -340 shares

    1.09% of the 13F portfolio, value $6,357,826.

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

  2. period ended2026-06-30
    13F 13,108 shares
    Change vs previous 13F -1,169 shares

    1.15% of the 13F portfolio, value $6,559,112.

    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 §4.2).

  3. period ended2026-03-31
    13F 14,277 shares
    Change vs previous 13F -56 shares

    1.33% of the 13F portfolio, value $6,841,538.

    13F-HR 0001214659-26-004622 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 §4.2).

  4. period ended2025-12-31
    13F 14,333 shares
    Change vs previous 13F -454 shares

    1.42% of the 13F portfolio, value $7,204,482.

    13F-HR 0001214659-26-000455 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 §4.2).

  5. period ended2025-09-30
    13F 14,787 shares
    Change vs previous 13F +718 shares

    1.5% of the 13F portfolio, value $7,434,016.

    13F-HR 0001214659-25-014968 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 §4.2).

  6. period ended2025-06-30
    13F 14,069 shares
    Change vs previous 13F +313 shares

    1.5% of the 13F portfolio, value $6,834,298.

    13F-HR 0001214659-25-010327 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 §4.2).

  7. period ended2025-03-31
    13F 13,756 shares
    Change vs previous 13F +972 shares

    1.71% of the 13F portfolio, value $7,326,170.

    13F-HR 0001214659-25-006014 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 §4.2).

  8. period ended2024-12-31
    13F 12,784 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,794,732.

    13F-HR 0001214659-25-000946 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 §4.2).