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Disclosery

Southland Equity Partners LLC: SDVY position timeline

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

Southland Equity Partners LLC held 217,335 SDVY 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 217,335 shares
    Change vs previous 13F +11,826 shares

    1.51% of the 13F portfolio, value $8,819,460.

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

  2. period ended2026-06-30
    13F 205,509 shares
    Change vs previous 13F +607 shares

    1.55% of the 13F portfolio, value $8,865,642.

    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 204,902 shares
    Change vs previous 13F +5,016 shares

    1.57% of the 13F portfolio, value $8,079,271.

    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 199,886 shares
    Change vs previous 13F +1,728 shares

    1.51% of the 13F portfolio, value $7,659,626.

    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 198,158 shares
    Change vs previous 13F -9,009 shares

    1.52% of the 13F portfolio, value $7,533,878.

    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 207,167 shares
    Change vs previous 13F +2 shares

    1.6% of the 13F portfolio, value $7,308,843.

    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 207,165 shares
    Change vs previous 13F +11,340 shares

    1.62% of the 13F portfolio, value $6,940,028.

    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 195,825 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $7,020,344.

    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).