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Southland Equity Partners LLC: CVS position timeline

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

Southland Equity Partners LLC held 4,680 CVS 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 4,680 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $401,067.

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

  2. period ended2026-06-30
    13F 4,656 shares
    Change vs previous 13F -329 shares

    0.08% of the 13F portfolio, value $481,645.

    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 4,985 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $358,013.

    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 5,130 shares
    Change vs previous 13F -85 shares

    0.08% of the 13F portfolio, value $407,142.

    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 5,215 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $393,175.

    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 5,115 shares
    Change vs previous 13F +98 shares

    0.08% of the 13F portfolio, value $352,816.

    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 5,017 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $339,902.

    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 4,985 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $223,784.

    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).