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Disclosery

Southland Equity Partners LLC: IGM position timeline

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

Southland Equity Partners LLC held 4,405 IGM 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 4,405 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $744,621.

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

  2. period ended2026-06-30
    13F 4,405 shares
    Change vs previous 13F +95 shares

    0.13% of the 13F portfolio, value $720,570.

    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 4,310 shares
    Change vs previous 13F -345 shares

    0.1% of the 13F portfolio, value $510,778.

    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 4,655 shares
    Change vs previous 13F -80 shares

    0.12% of the 13F portfolio, value $601,240.

    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 4,735 shares
    Change vs previous 13F +88 shares

    0.12% of the 13F portfolio, value $596,373.

    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 4,647 shares
    Change vs previous 13F -1,104 shares

    0.11% of the 13F portfolio, value $522,044.

    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 5,751 shares
    Change vs previous 13F +448 shares

    0.12% of the 13F portfolio, value $521,443.

    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 5,303 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $541,383.

    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).