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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

SO holding history

Southern Co in every 13F filed by Wealth Dimensions Group, Ltd., 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)
7,271
Value
$695.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,271$695.9K0.1%−15−0.2%ReducedHolders
Q1 20267,286$703.2K0.1%−663−8.3%ReducedHolders
Q4 20257,949$693.1K0.1%+14+0.2%AddedHolders
Q3 20257,935$752.0K0.2%00.0%UnchangedHolders
Q2 20257,935$728.6K0.2%+251+3.3%AddedHolders
Q1 20257,684$706.6K0.2%−224−2.8%ReducedHolders
Q4 20247,908$651.0K0.2%+78+1.0%AddedHolders
Q3 20247,830$706.1K0.2%−60−0.8%ReducedHolders
Q2 20247,890$612.0K0.2%−630−7.4%ReducedHolders
Q1 20248,520$611.3K0.2%−151−1.7%ReducedHolders
Q4 20238,671$608.0K0.2%+14+0.2%AddedHolders
Q3 20238,657$560.3K0.2%+44+0.5%AddedHolders
Q2 20238,613$605.0K0.2%−5−0.1%ReducedHolders
Q1 20238,618$599.6K0.2%+814+10.4%AddedHolders
Q4 20227,804$557.3K0.2%+90+1.2%AddedHolders
Q3 20227,714$525.0K0.3%−16−0.2%ReducedHolders
Q2 20227,730$551.0K0.3%+9+0.1%AddedHolders
Q1 20227,721$560.0K0.3%+10+0.1%AddedHolders
Q4 20217,711$529.0K0.3%−27−0.3%ReducedHolders
Q3 20217,738$480.0K0.3%00.0%UnchangedHolders
Q2 20217,738$468.0K0.3%00.0%UnchangedHolders
Q1 20217,738$481.0K0.4%––Holders

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