Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Level Four Advisory Services, 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): 109,666
Value: $10.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SO by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	109,666	$10.5M	0.3%	+15,731+16.7%	Added	Holders
Q1 2026	93,935	$9.07M	0.3%	+45,571+94.2%	Added	Holders
Q4 2025	48,364	$4.22M	0.1%	+4,085+9.2%	Added	Holders
Q3 2025	44,279	$4.20M	0.1%	−210−0.5%	Reduced	Holders
Q2 2025	44,489	$4.09M	0.2%	+355+0.8%	Added	Holders
Q1 2025	44,134	$4.06M	0.2%	−1,711−3.7%	Reduced	Holders
Q4 2024	45,845	$3.77M	0.2%	+598+1.3%	Added	Holders
Q3 2024	45,247	$4.12M	0.2%	+941+2.1%	Added	Holders
Q2 2024	44,306	$3.44M	0.2%	−21,923−33.1%	Reduced	Holders
Q1 2024	66,229	$4.64M	0.3%	00.0%	Unchanged	Holders
Q4 2023	66,229	$4.64M	0.3%	+1,676+2.6%	Added	Holders
Q3 2023	64,553	$4.18M	0.3%	−7,098−9.9%	Reduced	Holders
Q2 2023	71,651	$5.03M	0.3%	−854−1.2%	Reduced	Holders
Q1 2023	72,505	$5.04M	0.3%	−9,045−11.1%	Reduced	Holders
Q4 2022	81,550	$5.82M	0.4%	+21,862+36.6%	Added	Holders
Q3 2022	59,688	$4.06M	0.4%	−2,460−4.0%	Reduced	Holders
Q2 2022	62,148	$4.43M	0.4%	−427−0.7%	Reduced	Holders
Q1 2022	62,575	$4.54M	0.4%	−4,574−6.8%	Reduced	Holders
Q4 2021	67,149	$4.61M	0.4%	+32,010+91.1%	Added	Holders
Q3 2021	35,139	$2.18M	0.2%	+84+0.2%	Added	Holders
Q2 2021	35,055	$2.12M	0.1%	+3,069+9.6%	Added	Holders
Q1 2021	31,986	$1.99M	0.2%	–	–	Holders

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