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Disclosery

Southland Equity Partners LLC: SCHD position timeline

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

Southland Equity Partners LLC held 706,927 SCHD 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 706,927 shares
    Change vs previous 13F +745 shares

    3.95% of the 13F portfolio, value $22,996,344.

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

  2. period ended2026-06-30
    13F 706,182 shares
    Change vs previous 13F +16,525 shares

    3.92% of the 13F portfolio, value $22,393,025.

    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 689,657 shares
    Change vs previous 13F -2,597 shares

    4.12% of the 13F portfolio, value $21,158,683.

    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 692,254 shares
    Change vs previous 13F -663 shares

    3.75% of the 13F portfolio, value $18,988,539.

    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 692,917 shares
    Change vs previous 13F -2,418 shares

    3.83% of the 13F portfolio, value $18,916,641.

    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 695,335 shares
    Change vs previous 13F -1,597 shares

    4.04% of the 13F portfolio, value $18,426,375.

    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 696,932 shares
    Change vs previous 13F -2,920 shares

    4.54% of the 13F portfolio, value $19,486,223.

    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 699,852 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $19,119,960.

    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).