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Disclosery

Southland Equity Partners LLC: UPS position timeline

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

Southland Equity Partners LLC held 3,188 UPS 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 3,188 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $297,864.

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

  2. period ended2026-06-30
    13F 3,165 shares
    Change vs previous 13F +116 shares

    0.06% of the 13F portfolio, value $340,197.

    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 3,049 shares
    Change vs previous 13F -165 shares

    0.06% of the 13F portfolio, value $299,969.

    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 3,214 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $318,798.

    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 3,173 shares
    Change vs previous 13F +248 shares

    0.05% of the 13F portfolio, value $265,009.

    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 2,925 shares
    Change vs previous 13F +190 shares

    0.06% of the 13F portfolio, value $295,294.

    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 2,735 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $300,877.

    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 2,688 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $338,921.

    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).