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Disclosery

Southland Equity Partners LLC: PSX position timeline

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

Southland Equity Partners LLC held 3,948 PSX 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 3,948 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $1,007,935.

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

  2. period ended2026-06-30
    13F 3,942 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $666,466.

    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 3,923 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $714,613.

    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 3,924 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $506,397.

    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 3,909 shares
    Change vs previous 13F +88 shares

    0.11% of the 13F portfolio, value $531,638.

    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 3,821 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $455,807.

    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 3,869 shares
    Change vs previous 13F +51 shares

    0.11% of the 13F portfolio, value $477,776.

    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 3,818 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $435,028.

    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).