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Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

SO holding history

Southern Co in every 13F filed by Laurel Wealth Planning 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 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of SO by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−301−100.0%Sold outHolders
Q1 2022301$22.0K<0.1%00.0%UnchangedHolders
Q4 2021301$21.0K<0.1%00.0%UnchangedHolders
Q3 2021301$19.0K<0.1%00.0%UnchangedHolders
Q2 2021301$18.0K<0.1%00.0%UnchangedHolders
Q1 2021301$19.0K<0.1%––Holders

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