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Disclosery

Southland Equity Partners LLC: CGBL position timeline

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

Southland Equity Partners LLC held 12,014 CGBL 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 12,014 shares
    Change vs previous 13F -159 shares

    0.08% of the 13F portfolio, value $441,500.

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

  2. period ended2026-06-30
    13F 12,173 shares
    Change vs previous 13F -133 shares

    0.08% of the 13F portfolio, value $462,104.

    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 12,306 shares
    Change vs previous 13F +1,418 shares

    0.08% of the 13F portfolio, value $423,460.

    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 10,888 shares
    Change vs previous 13F +3,151 shares

    0.08% of the 13F portfolio, value $384,684.

    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 7,737 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $268,625.

    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).