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Disclosery

Southland Equity Partners LLC: JEPI position timeline

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

Southland Equity Partners LLC held 4,886 JEPI 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 4,886 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $274,664.

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

  2. period ended2026-06-30
    13F 5,484 shares
    Change vs previous 13F -272 shares

    0.05% of the 13F portfolio, value $309,755.

    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 5,756 shares
    Change vs previous 13F -857 shares

    0.06% of the 13F portfolio, value $326,276.

    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 6,613 shares
    Change vs previous 13F -487 shares

    0.07% of the 13F portfolio, value $378,528.

    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 7,100 shares
    Change vs previous 13F +138 shares

    0.08% of the 13F portfolio, value $405,407.

    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 6,962 shares
    Change vs previous 13F -599 shares

    0.09% of the 13F portfolio, value $395,806.

    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 7,561 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $432,054.

    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 7,535 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $433,463.

    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).