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Disclosery

Southland Equity Partners LLC: JPM position timeline

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

Southland Equity Partners LLC held 14,361 JPM 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 14,361 shares
    Change vs previous 13F -128 shares

    0.82% of the 13F portfolio, value $4,751,106.

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

  2. period ended2026-06-30
    13F 14,489 shares
    Change vs previous 13F +153 shares

    0.83% of the 13F portfolio, value $4,742,627.

    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 14,336 shares
    Change vs previous 13F +133 shares

    0.82% of the 13F portfolio, value $4,217,064.

    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 14,203 shares
    Change vs previous 13F -31 shares

    0.9% of the 13F portfolio, value $4,576,466.

    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 14,234 shares
    Change vs previous 13F -47 shares

    0.91% of the 13F portfolio, value $4,489,828.

    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 14,281 shares
    Change vs previous 13F -133 shares

    0.91% of the 13F portfolio, value $4,140,338.

    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 14,414 shares
    Change vs previous 13F +174 shares

    0.82% of the 13F portfolio, value $3,535,775.

    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 14,240 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,413,447.

    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).