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WealthShield Partners, LLC

SEC CIK
0001729303
Latest filing
Aug 12, 2026

SO holding history

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

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of SO by WealthShield Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,585−100.0%Sold outHolders
Q1 20262,585$249.5K<0.1%−5−0.2%ReducedHolders
Q4 20252,590$225.9K<0.1%+2+0.1%AddedHolders
Q3 20252,588$245.2K<0.1%−10.0%ReducedHolders
Q2 20252,589$237.7K<0.1%+129+5.2%AddedHolders
Q1 20252,460$226.2K<0.1%+2,460NewHolders
Q4 20240$00.0%−2,254−100.0%Sold outHolders
Q3 20242,254$203.3K<0.1%+2,254NewHolders
Q4 20230$00.0%−4,099−100.0%Sold outHolders
Q3 20234,099$265.3K<0.1%+264+6.9%AddedHolders
Q2 20233,835$269.4K<0.1%−966−20.1%ReducedHolders
Q1 20234,801$334.1K0.1%+1,967+69.4%AddedHolders
Q4 20222,834$202.4K<0.1%+2,834NewHolders
Q3 20220$00.0%−2,824−100.0%Sold outHolders
Q2 20222,824$201.0K<0.1%−158−5.3%ReducedHolders
Q1 20222,982$216.0K<0.1%−358−10.7%ReducedHolders
Q4 20213,340$229.0K<0.1%+3,340NewHolders
Q3 20210$00.0%−2,379−100.0%Sold outHolders
Q2 20212,379$144.0K<0.1%+10.0%AddedHolders
Q1 20212,378$148.0K<0.1%––Holders

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