SevenBridge Financial Group, LLC

SEC CIK: 0001673954
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by SevenBridge Financial Group, LLC, 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 (Q2 2026): 4,873
Value: $451.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SO by SevenBridge Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,873	$451.7K	0.1%	−75−1.5%	Reduced	Holders
Q1 2026	4,948	$454.5K	0.1%	−704−12.5%	Reduced	Holders
Q4 2025	5,652	$498.3K	0.1%	−1,200−17.5%	Reduced	Holders
Q3 2025	6,852	$629.6K	0.1%	−1,932−22.0%	Reduced	Holders
Q2 2025	8,784	$825.3K	0.1%	−2,759−23.9%	Reduced	Holders
Q1 2025	11,543	$1.01M	0.2%	−7,210−38.4%	Reduced	Holders
Q4 2024	18,753	$1.62M	0.3%	−129−0.7%	Reduced	Holders
Q3 2024	18,882	$1.67M	0.3%	00.0%	Unchanged	Holders
Q2 2024	18,882	$1.63M	0.4%	00.0%	Unchanged	Holders
Q1 2024	18,882	$1.43M	0.3%	00.0%	Unchanged	Holders
Q4 2023	18,882	$1.32M	0.3%	−1,805−8.7%	Reduced	Holders
Q3 2023	20,687	$1.34M	0.3%	00.0%	Unchanged	Holders
Q2 2023	20,687	$1.45M	0.4%	−359−1.7%	Reduced	Holders
Q1 2023	21,046	$1.46M	0.4%	−53−0.3%	Reduced	Holders
Q4 2022	21,099	$1.51M	0.4%	−100−0.5%	Reduced	Holders
Q3 2022	21,199	$1.44M	0.5%	−201−0.9%	Reduced	Holders
Q2 2022	21,400	$1.53M	0.6%	+69+0.3%	Added	Holders
Q1 2022	21,331	$1.55M	0.5%	−55−0.3%	Reduced	Holders
Q4 2021	21,386	$1.47M	0.4%	−250−1.2%	Reduced	Holders
Q3 2021	21,636	$1.34M	0.4%	−697−3.1%	Reduced	Holders
Q2 2021	22,333	$1.35M	0.4%	+116+0.5%	Added	Holders
Q1 2021	22,217	$1.38M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.