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Disclosery

Southland Equity Partners LLC: WELL position timeline

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

Southland Equity Partners LLC held 3,753 WELL 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 3,753 shares
    Change vs previous 13F -99 shares

    0.15% of the 13F portfolio, value $864,199.

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

  2. period ended2026-06-30
    13F 3,852 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $874,193.

    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 3,843 shares
    Change vs previous 13F -104 shares

    0.15% of the 13F portfolio, value $759,809.

    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 3,947 shares
    Change vs previous 13F +29 shares

    0.14% of the 13F portfolio, value $732,587.

    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 3,918 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $697,961.

    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 3,911 shares
    Change vs previous 13F -364 shares

    0.13% of the 13F portfolio, value $601,248.

    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 4,275 shares
    Change vs previous 13F -93 shares

    0.15% of the 13F portfolio, value $655,006.

    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 4,368 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $550,464.

    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).