Consolidated Planning Corp

SEC CIK: 0001805250
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Consolidated Planning Corp, 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 Q2 2026 holdings

Shares (Q2 2026): 17,414
Value: $1.67M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of SO by Consolidated Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,414	$1.67M	0.2%	−1,362−7.3%	Reduced	Holders
Q1 2026	18,776	$1.81M	0.3%	+170+0.9%	Added	Holders
Q4 2025	18,606	$1.62M	0.2%	+99+0.5%	Added	Holders
Q3 2025	18,507	$1.75M	0.2%	+250+1.4%	Added	Holders
Q2 2025	18,257	$1.68M	0.2%	−1,884−9.4%	Reduced	Holders
Q1 2025	20,141	$1.85M	0.3%	−52−0.3%	Reduced	Holders
Q4 2024	20,193	$1.66M	0.2%	+529+2.7%	Added	Holders
Q3 2024	19,664	$1.77M	0.3%	+304+1.6%	Added	Holders
Q2 2024	19,360	$1.50M	0.2%	−2,613−11.9%	Reduced	Holders
Q1 2024	21,973	$1.58M	0.3%	−472−2.1%	Reduced	Holders
Q4 2023	22,445	$1.57M	0.3%	−148−0.7%	Reduced	Holders
Q3 2023	22,593	$1.46M	0.3%	+1,526+7.2%	Added	Holders
Q2 2023	21,067	$1.48M	0.3%	+3,627+20.8%	Added	Holders
Q1 2023	17,440	$1.21M	0.3%	−63−0.4%	Reduced	Holders
Q4 2022	17,503	$1.25M	0.3%	−135−0.8%	Reduced	Holders
Q3 2022	17,638	$1.20M	0.4%	−335−1.9%	Reduced	Holders
Q2 2022	17,973	$1.28M	0.4%	00.0%	Unchanged	Holders
Q1 2022	17,973	$1.30M	0.9%	−5,648−23.9%	Reduced	Holders
Q4 2021	23,621	$1.62M	1.0%	+165+0.7%	Added	Holders
Q3 2021	23,456	$1.45M	0.9%	+209+0.9%	Added	Holders
Q2 2021	23,247	$1.41M	1.0%	+215+0.9%	Added	Holders
Q1 2021	23,032	$1.43M	0.9%	–	–	Holders

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