One Wealth Advisors, LLC

SEC CIK: 0001725297
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by One Wealth Advisors, 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): 3,335
Value: $319.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2022

Holdings of SO by One Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,335	$319.2K	<0.1%	+3,335	New	Holders
Q1 2023	0	$0	0.0%	−285−100.0%	Sold out	Holders
Q4 2022	285	$20.4K	<0.1%	+285	New	Holders