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Disclosery

Southland Equity Partners LLC: CGDV position timeline

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

Southland Equity Partners LLC held 50,354 CGDV 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 50,354 shares
    Change vs previous 13F +4,114 shares

    0.42% of the 13F portfolio, value $2,459,793.

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

  2. period ended2026-06-30
    13F 46,240 shares
    Change vs previous 13F +9,214 shares

    0.4% of the 13F portfolio, value $2,278,707.

    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 37,026 shares
    Change vs previous 13F +5,691 shares

    0.31% of the 13F portfolio, value $1,575,086.

    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 31,335 shares
    Change vs previous 13F +5,140 shares

    0.27% of the 13F portfolio, value $1,367,459.

    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 26,195 shares
    Change vs previous 13F +4,964 shares

    0.22% of the 13F portfolio, value $1,100,976.

    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 21,231 shares
    Change vs previous 13F +6,962 shares

    0.18% of the 13F portfolio, value $838,412.

    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 14,269 shares
    Change vs previous 13F +6,368 shares

    0.12% of the 13F portfolio, value $508,547.

    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 7,901 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $278,589.

    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).