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Wayfinding Financial, LLC

SEC CIK
0001898131
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by Wayfinding Financial, 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)
3,775
Value
$361.0K
% of portfolio
0.1%
Quarters held
13
Since Q1 2023
Holdings of SO by Wayfinding Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,775$361.0K0.1%+91+2.5%AddedHolders
Q1 20263,684$355.0K0.2%+190+5.4%AddedHolders
Q4 20253,494$304.0K0.1%−10.0%ReducedHolders
Q3 20253,495$331.0K0.1%+23+0.7%AddedHolders
Q2 20253,472$333.0K0.1%−473−12.0%ReducedHolders
Q1 20253,945$362.0K0.2%+42+1.1%AddedHolders
Q4 20243,903$321.0K0.2%+3,903NewHolders
Q3 20240$00.0%−4,019−100.0%Sold outHolders
Q2 20244,019$311.0K0.2%+97+2.5%AddedHolders
Q1 20243,922$304.0K0.2%−57−1.4%ReducedHolders
Q4 20233,979$279.0K0.2%+120+3.1%AddedHolders
Q3 20233,859$241.0K0.2%−61−1.6%ReducedHolders
Q2 20233,920$283.0K0.2%+378+10.7%AddedHolders
Q1 20233,542$246.0K0.2%+3,542NewHolders