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Disclosery

Southland Equity Partners LLC: MSFT position timeline

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

Southland Equity Partners LLC held 12,256 MSFT 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 12,256 shares
    Change vs previous 13F +308 shares

    0.8% of the 13F portfolio, value $4,571,668.

    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 11,948 shares
    Change vs previous 13F +838 shares

    0.86% of the 13F portfolio, value $4,422,829.

    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 11,110 shares
    Change vs previous 13F +266 shares

    1.06% of the 13F portfolio, value $5,373,189.

    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 10,844 shares
    Change vs previous 13F +758 shares

    1.14% of the 13F portfolio, value $5,616,552.

    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 10,086 shares
    Change vs previous 13F +330 shares

    1.1% of the 13F portfolio, value $5,016,681.

    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 9,756 shares
    Change vs previous 13F +333 shares

    0.85% of the 13F portfolio, value $3,662,421.

    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 9,423 shares
    Change vs previous 13F +639 shares

    0.92% of the 13F portfolio, value $3,971,758.

    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 8,784 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,779,859.

    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).