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Disclosery

Southland Equity Partners LLC: MCD position timeline

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

Southland Equity Partners LLC held 20,026 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,026 shares
    Change vs previous 13F +584 shares

    0.95% of the 13F portfolio, value $5,413,152.

    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).

  2. period ended2026-03-31
    13F 19,442 shares
    Change vs previous 13F +2 shares

    1.18% of the 13F portfolio, value $6,042,330.

    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).

  3. period ended2025-12-31
    13F 19,440 shares
    Change vs previous 13F -1,290 shares

    1.17% of the 13F portfolio, value $5,941,492.

    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).

  4. period ended2025-09-30
    13F 20,730 shares
    Change vs previous 13F -57 shares

    1.27% of the 13F portfolio, value $6,299,507.

    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).

  5. period ended2025-06-30
    13F 20,787 shares
    Change vs previous 13F +91 shares

    1.33% of the 13F portfolio, value $6,073,417.

    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).

  6. period ended2025-03-31
    13F 20,696 shares
    Change vs previous 13F +34 shares

    1.51% of the 13F portfolio, value $6,464,870.

    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).

  7. period ended2024-12-31
    13F 20,662 shares
    Change vs previous 13F +2,113 shares

    1.39% of the 13F portfolio, value $5,989,637.

    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).

  8. period ended2024-09-30
    13F 18,549 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,648,299.

    13F-HR 0001214659-24-017516 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).