Skip to main content
Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

SO holding history

Southern Co in every 13F filed by HighMark 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 Q2 2026 holdings

Shares (Q2 2026)
623
Value
$59.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026623$59.6K<0.1%00.0%UnchangedHolders
Q1 2026623$60.1K<0.1%00.0%UnchangedHolders
Q4 2025623$54.3K<0.1%+1+0.2%AddedHolders
Q3 2025622$58.9K<0.1%00.0%UnchangedHolders
Q2 2025622$57.1K<0.1%00.0%UnchangedHolders
Q1 2025622$57.2K<0.1%00.0%UnchangedHolders
Q4 2024622$51.2K<0.1%−95−13.2%ReducedHolders
Q3 2024717$64.7K<0.1%00.0%UnchangedHolders
Q2 2024717$55.6K<0.1%+1+0.1%AddedHolders
Q1 2024716$51.4K<0.1%+1+0.1%AddedHolders
Q4 2023715$50.1K<0.1%+94+15.1%AddedHolders
Q3 2023621$40.2K<0.1%−100−13.9%ReducedHolders
Q2 2023721$50.7K<0.1%00.0%UnchangedHolders
Q1 2023721$50.2K<0.1%+3+0.4%AddedHolders
Q4 2022718$51.3K<0.1%00.0%UnchangedHolders
Q3 2022718$49.0K<0.1%00.0%UnchangedHolders
Q2 2022718$51.0K<0.1%00.0%UnchangedHolders
Q1 2022718$52.0K<0.1%00.0%UnchangedHolders
Q4 2021718$49.0K<0.1%00.0%UnchangedHolders
Q3 2021718$44.0K<0.1%00.0%UnchangedHolders
Q2 2021718$43.0K<0.1%00.0%UnchangedHolders
Q1 2021718$45.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.