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Disclosery

Southland Equity Partners LLC: MTUM position timeline

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

Southland Equity Partners LLC held 13,556 MTUM 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 13,556 shares
    Change vs previous 13F -253 shares

    0.74% of the 13F portfolio, value $4,301,907.

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

  2. period ended2026-06-30
    13F 13,809 shares
    Change vs previous 13F -750 shares

    0.83% of the 13F portfolio, value $4,734,189.

    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 14,559 shares
    Change vs previous 13F -547 shares

    0.68% of the 13F portfolio, value $3,494,049.

    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 15,106 shares
    Change vs previous 13F -1,006 shares

    0.75% of the 13F portfolio, value $3,781,219.

    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 16,112 shares
    Change vs previous 13F -1,574 shares

    0.84% of the 13F portfolio, value $4,131,959.

    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 17,686 shares
    Change vs previous 13F -29 shares

    0.93% of the 13F portfolio, value $4,250,334.

    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 17,715 shares
    Change vs previous 13F -322 shares

    0.83% of the 13F portfolio, value $3,580,762.

    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 18,037 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,732,246.

    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).