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Southland Equity Partners LLC: PM position timeline

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

Southland Equity Partners LLC held 8,539 PM 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 8,539 shares
    Change vs previous 13F +14 shares

    0.28% of the 13F portfolio, value $1,629,391.

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

  2. period ended2026-06-30
    13F 8,525 shares
    Change vs previous 13F +43 shares

    0.27% of the 13F portfolio, value $1,542,300.

    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 8,482 shares
    Change vs previous 13F -136 shares

    0.27% of the 13F portfolio, value $1,402,366.

    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 8,618 shares
    Change vs previous 13F +28 shares

    0.27% of the 13F portfolio, value $1,382,391.

    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 8,590 shares
    Change vs previous 13F +50 shares

    0.28% of the 13F portfolio, value $1,393,317.

    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 8,540 shares
    Change vs previous 13F +24 shares

    0.34% of the 13F portfolio, value $1,555,420.

    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 8,516 shares
    Change vs previous 13F +30 shares

    0.31% of the 13F portfolio, value $1,351,750.

    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 8,486 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,021,345.

    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).