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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

SO holding history

Southern Co in every 13F filed by Wealthspan Partners, 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)
4,122
Value
$394.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of SO by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,122$394.5K0.1%+3+0.1%AddedHolders
Q1 20264,119$397.6K0.1%+20.0%AddedHolders
Q4 20254,117$359.0K0.1%+3+0.1%AddedHolders
Q3 20254,114$389.9K0.2%+20.0%AddedHolders
Q2 20254,112$377.6K0.2%−222−5.1%ReducedHolders
Q1 20254,334$398.5K0.2%+20.0%AddedHolders
Q4 20244,332$356.6K0.2%−52−1.2%ReducedHolders
Q3 20244,384$395.4K0.2%+20.0%AddedHolders
Q2 20244,382$339.9K0.2%+3+0.1%AddedHolders
Q1 20244,379$314.1K0.2%+188+4.5%AddedHolders
Q4 20234,191$293.9K0.2%+709+20.4%AddedHolders
Q3 20233,482$225.4K0.2%−87−2.4%ReducedHolders
Q2 20233,569$250.7K0.2%+3+0.1%AddedHolders
Q1 20233,566$248.1K0.2%+3+0.1%AddedHolders
Q4 20223,563$254.4K0.2%+3+0.1%AddedHolders
Q3 20223,560$242.0K0.3%+610+20.7%AddedHolders
Q2 20222,950$210.0K0.2%−122−4.0%ReducedHolders
Q1 20223,072$223.0K0.2%+3+0.1%AddedHolders
Q4 20213,069$210.0K0.2%–No prior filingHolders