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Disclosery

Southland Equity Partners LLC: JEPQ position timeline

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

Southland Equity Partners LLC held 13,242 JEPQ 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 13,242 shares
    Change vs previous 13F -113 shares

    0.14% of the 13F portfolio, value $811,232.

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

  2. period ended2026-06-30
    13F 13,355 shares
    Change vs previous 13F +3,121 shares

    0.14% of the 13F portfolio, value $820,790.

    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 10,234 shares
    Change vs previous 13F -1,534 shares

    0.11% of the 13F portfolio, value $568,163.

    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 11,768 shares
    Change vs previous 13F -445 shares

    0.13% of the 13F portfolio, value $683,940.

    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 12,213 shares
    Change vs previous 13F +94 shares

    0.14% of the 13F portfolio, value $702,492.

    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 12,119 shares
    Change vs previous 13F +4,121 shares

    0.14% of the 13F portfolio, value $659,264.

    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 7,998 shares
    Change vs previous 13F -4,696 shares

    0.1% of the 13F portfolio, value $414,130.

    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 12,694 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $715,713.

    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).