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Disclosery

Southland Equity Partners LLC: IBM position timeline

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

Southland Equity Partners LLC held 2,106 IBM 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 2,106 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $463,276.

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

  2. period ended2026-06-30
    13F 2,118 shares
    Change vs previous 13F +19 shares

    0.1% of the 13F portfolio, value $595,676.

    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 2,099 shares
    Change vs previous 13F -58 shares

    0.1% of the 13F portfolio, value $508,798.

    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 2,157 shares
    Change vs previous 13F -28 shares

    0.13% of the 13F portfolio, value $638,895.

    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 2,185 shares
    Change vs previous 13F -80 shares

    0.12% of the 13F portfolio, value $616,448.

    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 2,265 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $667,547.

    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 2,254 shares
    Change vs previous 13F -99 shares

    0.13% of the 13F portfolio, value $560,575.

    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 2,353 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $517,302.

    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).