Evergreen Wealth Solutions, LLC

SEC CIK: 0001904432
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Evergreen Wealth Solutions, LLC, 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): 8,368
Value: $776.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of SO by Evergreen Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,368	$776.5K	<0.1%	+2,773+49.6%	Added	Holders
Q1 2026	5,595	$540.0K	<0.1%	+5,595	New	Holders