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Livermore
Livermore
ZHEN

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

SO holding history

Southern Co in every 13F filed by PBMares Wealth Management 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 Q3 2025 holdings

Shares (Q3 2025)
3,281
Value
$311.0K
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of SO by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,281$311.0K0.1%+10.0%AddedHolders
Q2 20253,280$301.2K0.1%+10.0%AddedHolders
Q1 20253,279$301.5K0.1%+5+0.2%AddedHolders
Q4 20243,274$269.5K0.1%+10.0%AddedHolders
Q3 20243,273$295.2K0.1%+273+9.1%AddedHolders
Q2 20243,000$232.7K0.1%−10.0%ReducedHolders
Q1 20243,001$215.3K0.1%−532−15.1%ReducedHolders
Q4 20233,533$247.7K0.1%−2,029−36.5%ReducedHolders
Q3 20235,562$359.9K0.1%+466+9.1%AddedHolders
Q2 20235,096$358.0K0.1%00.0%UnchangedHolders
Q1 20235,096$354.5K0.1%00.0%UnchangedHolders
Q4 20225,096$363.9K0.1%00.0%UnchangedHolders
Q3 20225,096$346.0K0.2%−250−4.7%ReducedHolders
Q2 20225,346$381.0K0.2%+20+0.4%AddedHolders
Q1 20225,326$386.0K0.2%+61+1.2%AddedHolders
Q4 20215,265$361.0K0.2%+5,265NewHolders