Wealthquest Corp

SEC CIK: 0001632968
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

SO holding history

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

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SO by Wealthquest Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−2,865−100.0%	Sold out	Holders
Q2 2024	2,865	$222.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	2,865	$205.5K	<0.1%	−169−5.6%	Reduced	Holders
Q4 2023	3,034	$212.7K	<0.1%	+3,034	New	Holders