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Disclosery

Southland Equity Partners LLC: USMV position timeline

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

Southland Equity Partners LLC held 14,651 USMV 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 14,651 shares
    Change vs previous 13F -50 shares

    0.25% of the 13F portfolio, value $1,427,593.

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

  2. period ended2026-06-30
    13F 14,701 shares
    Change vs previous 13F -70 shares

    0.25% of the 13F portfolio, value $1,418,058.

    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 14,771 shares
    Change vs previous 13F -373 shares

    0.27% of the 13F portfolio, value $1,369,863.

    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 15,144 shares
    Change vs previous 13F -103 shares

    0.28% of the 13F portfolio, value $1,425,959.

    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 15,247 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $1,450,600.

    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 15,266 shares
    Change vs previous 13F -59 shares

    0.31% of the 13F portfolio, value $1,433,019.

    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 15,325 shares
    Change vs previous 13F -311 shares

    0.33% of the 13F portfolio, value $1,435,340.

    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 15,636 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,388,320.

    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).