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Strategic Wealth Designers

SEC CIK
0001802365
Latest filing
Aug 4, 2026

SO holding history

Southern Co in every 13F filed by Strategic Wealth Designers, 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 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of SO by Strategic Wealth Designers, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−7,970−100.0%Sold outHolders
Q2 20237,970$559.9K0.1%+7,970NewHolders