Financial Advisors, LLC

SEC CIK: 0001766909
Latest filing: Nov 7, 2025

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Financial 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 Q3 2025 holdings

Shares (Q3 2025): 3,977
Value: $376.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q4 2024

Holdings of SO by Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	3,977	$376.9K	0.1%	+32+0.8%	Added	Holders
Q2 2025	3,945	$362.3K	0.1%	+33+0.8%	Added	Holders
Q1 2025	3,912	$359.7K	0.1%	+31+0.8%	Added	Holders
Q4 2024	3,881	$319.5K	0.1%	+3,881	New	Holders