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Livermore
Livermore
ZHEN

Biltmore Wealth Management, LLC

SEC CIK
0001598102
Latest filing
Jul 21, 2026

SO holding history

Southern Co in every 13F filed by Biltmore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
3,205
Value
$306.8K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of SO by Biltmore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,205$306.8K0.1%+2+0.1%AddedHolders
Q1 20263,203$309.1K0.1%+2+0.1%AddedHolders
Q4 20253,201$279.1K0.1%+3+0.1%AddedHolders
Q3 20253,198$303.1K0.1%+2+0.1%AddedHolders
Q2 20253,196$293.5K0.1%+2+0.1%AddedHolders
Q1 20253,194$293.6K0.1%+3+0.1%AddedHolders
Q4 20243,191$262.7K0.1%+2+0.1%AddedHolders
Q3 20243,189$287.6K0.1%+2+0.1%AddedHolders
Q2 20243,187$247.2K0.1%+5+0.2%AddedHolders
Q1 20243,182$223.1K0.1%00.0%UnchangedHolders
Q4 20233,182$223.1K0.1%+3+0.1%AddedHolders
Q3 20233,179$205.8K0.1%+3+0.1%AddedHolders
Q2 20233,176$223.1K0.1%+2+0.1%AddedHolders
Q1 20233,174$220.8K0.1%+3+0.1%AddedHolders
Q4 20223,171$226.5K0.1%+2+0.1%AddedHolders
Q3 20223,169$215.0K0.1%+2+0.1%AddedHolders
Q2 20223,167$226.0K0.1%+3+0.1%AddedHolders
Q1 20223,164$229.0K0.1%+2+0.1%AddedHolders
Q4 20213,162$217.0K0.1%+3,162NewHolders