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Disclosery

Southland Equity Partners LLC: FCAL position timeline

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

Southland Equity Partners LLC held 30,031 FCAL 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 30,031 shares
    Change vs previous 13F -98 shares

    0.24% of the 13F portfolio, value $1,388,466.

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

  2. period ended2026-06-30
    13F 30,129 shares
    Change vs previous 13F -5,734 shares

    0.26% of the 13F portfolio, value $1,495,980.

    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 35,863 shares
    Change vs previous 13F -7,576 shares

    0.34% of the 13F portfolio, value $1,753,340.

    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 43,439 shares
    Change vs previous 13F -10,598 shares

    0.42% of the 13F portfolio, value $2,141,861.

    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 54,037 shares
    Change vs previous 13F -194 shares

    0.53% of the 13F portfolio, value $2,635,374.

    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 54,231 shares
    Change vs previous 13F +13,651 shares

    0.57% of the 13F portfolio, value $2,601,446.

    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 40,580 shares
    Change vs previous 13F -2,765 shares

    0.46% of the 13F portfolio, value $1,969,763.

    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 43,345 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,139,949.

    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).