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Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by Waterfront Wealth Inc., 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2022
Holdings of SO by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−12,240−100.0%Sold outHolders
Q2 202512,240$1.12M0.3%−377−3.0%ReducedHolders
Q1 202512,617$1.16M0.3%00.0%UnchangedHolders
Q4 202412,617$1.04M0.3%+210+1.7%AddedHolders
Q3 202412,407$1.12M0.3%+216+1.8%AddedHolders
Q2 202412,191$945.7K0.3%+75+0.6%AddedHolders
Q1 202412,116$900.6K0.3%+293+2.5%AddedHolders
Q4 202311,823$829.0K0.2%+254+2.2%AddedHolders
Q3 202311,569$757.1K0.2%+2,435+26.7%AddedHolders
Q2 20239,134$666.5K0.2%+738+8.8%AddedHolders
Q1 20238,396$584.2K0.2%+519+6.6%AddedHolders
Q4 20227,877$535.1K0.2%+428+5.7%AddedHolders
Q3 20227,449$493.0K0.2%+1,386+22.9%AddedHolders
Q2 20226,063$432.0K0.2%+1,977+48.4%AddedHolders
Q1 20224,086$310.0K0.1%+4,086NewHolders