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Disclosery

Southland Equity Partners LLC: WMT position timeline

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

Southland Equity Partners LLC held 6,032 WMT 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 6,032 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $626,819.

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

  2. period ended2026-06-30
    13F 6,044 shares
    Change vs previous 13F +505 shares

    0.12% of the 13F portfolio, value $684,585.

    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 5,539 shares
    Change vs previous 13F +484 shares

    0.13% of the 13F portfolio, value $688,346.

    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 5,055 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $563,212.

    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 5,064 shares
    Change vs previous 13F -27 shares

    0.11% of the 13F portfolio, value $521,927.

    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 5,091 shares
    Change vs previous 13F +251 shares

    0.11% of the 13F portfolio, value $497,787.

    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 4,840 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $424,902.

    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 4,811 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $434,637.

    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).