Sharp Financial Services, LLC

SEC CIK: 0001733194
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Sharp Financial 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): 2,090
Value: $200.1K
% of portfolio: 0.1%
Quarters held: 2; Since Q1 2026

Holdings of SO by Sharp Financial Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,090	$200.1K	0.1%	−10−0.5%	Reduced	Holders
Q1 2026	2,100	$202.7K	0.1%	+2,100	New	Holders