Forum Private Client Group LLC

SEC CIK: 0001910636
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Forum Private Client Group 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 (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2022

Holdings of SO by Forum Private Client Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−2,867−100.0%	Sold out	Holders
Q2 2022	2,867	$204.0K	0.1%	+2,867	New	Holders