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Disclosery

Southland Equity Partners LLC: FDN position timeline

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

Southland Equity Partners LLC held 31,668 FDN 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 31,668 shares
    Change vs previous 13F +247 shares

    1.57% of the 13F portfolio, value $9,134,635.

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

  2. period ended2026-06-30
    13F 31,421 shares
    Change vs previous 13F -23 shares

    1.46% of the 13F portfolio, value $8,317,767.

    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 31,444 shares
    Change vs previous 13F +226 shares

    1.43% of the 13F portfolio, value $7,358,839.

    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 31,218 shares
    Change vs previous 13F -189 shares

    1.66% of the 13F portfolio, value $8,403,261.

    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 31,407 shares
    Change vs previous 13F -605 shares

    1.78% of the 13F portfolio, value $8,788,935.

    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 32,012 shares
    Change vs previous 13F -297 shares

    1.89% of the 13F portfolio, value $8,621,792.

    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 32,309 shares
    Change vs previous 13F -541 shares

    1.67% of the 13F portfolio, value $7,177,444.

    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 32,850 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $7,988,135.

    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).