Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Transform Wealth, 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 Q1 2025 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of SO by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−6,605−100.0%	Sold out	Holders
Q2 2023	6,605	$464.0K	<0.1%	+5+0.1%	Added	Holders
Q1 2023	6,600	$459.2K	<0.1%	+3,300+100.0%	Added	Holders
Q4 2022	3,300	$235.7K	<0.1%	+3,300	New	Holders