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Disclosery

Southland Equity Partners LLC: DUK position timeline

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

Southland Equity Partners LLC held 4,818 DUK 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 4,818 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $549,253.

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

  2. period ended2026-06-30
    13F 4,815 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $609,444.

    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 4,679 shares
    Change vs previous 13F -19 shares

    0.12% of the 13F portfolio, value $612,707.

    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 4,698 shares
    Change vs previous 13F -95 shares

    0.11% of the 13F portfolio, value $550,678.

    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 4,793 shares
    Change vs previous 13F +412 shares

    0.12% of the 13F portfolio, value $593,100.

    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 4,381 shares
    Change vs previous 13F +214 shares

    0.11% of the 13F portfolio, value $516,982.

    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 4,167 shares
    Change vs previous 13F +151 shares

    0.12% of the 13F portfolio, value $508,255.

    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 4,016 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $432,676.

    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).