Southland Equity Partners LLC DIVI — FRANKLIN TEMPLETON ETF TR

Ownership history in Southland Equity Partners LLC  ·  10 quarters on record

AI Ownership Summary

Southland Equity Partners LLC reported FRANKLIN TEMPLETON ETF TR (DIVI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows DIVI at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Southland Equity Partners LLC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIVI was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIVI stock page Southland Equity Partners LLC fund profile Southland Equity Partners LLC full holdings
How Southland Equity Partners LLC held DIVI — position size vs. price
% of Fund (quarterly)    DIVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 39,538 -331 -0.8% 0.31% $1.6M 2026-04-14 $42.55
2025 Q4 REDUCED — — — 39,869 -482 -1.2% 0.31% $1.6M 2026-01-14 $40.07
2025 Q3 REDUCED — — — 40,351 -72 -0.2% 0.30% $1.5M 2025-10-15 $36.82
2025 Q2 ADDED — — — 40,423 +2,449 +6.4% 0.32% $1.4M 2025-07-14 $34.70
2025 Q1 ADDED — — — 37,974 +1,912 +5.3% 0.29% $1.2M 2025-04-16 $30.70
2024 Q4 ADDED — — — 36,062 +2,509 +7.5% 0.25% $1.1M 2025-01-21 $29.81
2024 Q3 ADDED — — — 33,553 +11,589 +52.8% 0.27% $1.1M 2024-10-15 $30.58
2024 Q2 ADDED — — — 21,964 +3,755 +20.6% 0.20% $687K 2024-07-12 $30.82
2024 Q1 ADDED — — — 18,209 +1,869 +11.4% 0.16% $586K 2024-04-12 $28.69
2023 Q4 INITIATED — — — 16,340 — — 0.16% $502K 2024-01-09 $27.95

🏢 Other funds also holding DIVI

As of 2026 Q1 — sorted by position size

Baron Wealth Management LLC 8.81% Retirement Planning Group, LLC 3Y 7Y 6.98% TriaGen Wealth Management LLC 3Y 6.42% Legacy Financial Advisors, Inc. 3Y 7Y 4.75% Ridgeline Wealth Planning, LLC 4.04% Prepared Retirement Institute LLC 3.48% Vickerman Investment Advisors, Inc. 3Y 3.01% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.78% LMG Wealth Partners, LLC 3Y 1.97% Joseph Group Capital Management 3Y 1.71%

FAQ About Southland Equity Partners LLC and DIVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Southland Equity Partners LLC reported owning DIVI?

Southland Equity Partners LLC reported DIVI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIVI position in Southland Equity Partners LLC's portfolio?

The largest reported portfolio weight for DIVI was 0.32% in 2025 Q2.

What is the latest reported DIVI position on this page?

The most recent filing on this page is 2026 Q1, when Southland Equity Partners LLC reported 39,538 shares, equal to 0.31% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DIVI ownership page compare?

The chart compares Southland Equity Partners LLC's quarterly DIVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Southland Equity Partners LLC time their DIVI position?

Based on 13F filing dates vs. subsequent DIVI price moves, Southland Equity Partners LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DIVI relative to SPY over the holding period was +188.4%.

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