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Disclosery

Southland Equity Partners LLC: XLE position timeline

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

Southland Equity Partners LLC held 5,493 XLE 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 5,493 shares
    Change vs previous 13F +209 shares

    0.06% of the 13F portfolio, value $337,820.

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

  2. period ended2026-06-30
    13F 5,284 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $280,633.

    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 5,284 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $323,698.

    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 5,284 shares
    Change vs previous 13F -6,704 shares

    0.05% of the 13F portfolio, value $236,248.

    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 11,988 shares
    Change vs previous 13F +8,926 shares

    0.22% of the 13F portfolio, value $1,071,008.

    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 3,062 shares
    Change vs previous 13F -689 shares

    0.06% of the 13F portfolio, value $259,674.

    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 3,751 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $350,515.

    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 3,725 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $319,061.

    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).