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Livermore
Livermore
ZHEN

David J Yvars Group

SEC CIK
0001836266
Latest filing
Jul 7, 2026

SO holding history

Southern Co in every 13F filed by David J Yvars Group, 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)
6,830
Value
$653.7K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SO by David J Yvars Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,830$653.7K0.3%−105−1.5%ReducedHolders
Q1 20266,935$669.4K0.4%−98−1.4%ReducedHolders
Q4 20257,033$613.3K0.3%+18+0.3%AddedHolders
Q3 20257,015$664.8K0.4%−222−3.1%ReducedHolders
Q2 20257,237$664.6K0.4%+4+0.1%AddedHolders
Q1 20257,233$665.1K0.5%+4+0.1%AddedHolders
Q4 20247,229$595.1K0.4%+69+1.0%AddedHolders
Q3 20247,160$645.7K0.4%+4+0.1%AddedHolders
Q2 20247,156$555.1K0.3%+4+0.1%AddedHolders
Q1 20247,152$513.1K0.3%+5+0.1%AddedHolders
Q4 20237,147$501.2K0.4%+4+0.1%AddedHolders
Q3 20237,143$462.3K0.4%+5+0.1%AddedHolders
Q2 20237,138$501.5K0.4%+4+0.1%AddedHolders
Q1 20237,134$496.4K0.4%+105+1.5%AddedHolders
Q4 20227,029$501.9K0.6%+5+0.1%AddedHolders
Q3 20227,024$478.0K0.5%+30.0%AddedHolders
Q2 20227,021$513.0K0.7%+4+0.1%AddedHolders
Q1 20227,017$509.0K0.4%+4+0.1%AddedHolders
Q4 20217,013$481.0K0.3%+5+0.1%AddedHolders
Q3 20217,008$433.0K0.3%+4+0.1%AddedHolders
Q2 20217,004$424.0K0.2%−388−5.2%ReducedHolders
Q1 20217,392$459.0K0.3%––Holders

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