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Livermore
Livermore
ZHEN

Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

SO holding history

Southern Co in every 13F filed by Abound Wealth Management, 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)
6,920
Value
$662.4K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of SO by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,920$662.4K0.1%−267−3.7%ReducedHolders
Q1 20267,187$693.7K0.2%+35+0.5%AddedHolders
Q4 20257,152$623.7K0.1%+34+0.5%AddedHolders
Q3 20257,118$674.6K0.2%+33+0.5%AddedHolders
Q2 20257,085$650.6K0.2%+32+0.5%AddedHolders
Q1 20257,053$648.5K0.2%−145−2.0%ReducedHolders
Q4 20247,198$592.5K0.2%+881+13.9%AddedHolders
Q3 20246,317$569.7K0.2%+242+4.0%AddedHolders
Q2 20246,075$471.3K0.2%+21+0.3%AddedHolders
Q1 20246,054$434.3K0.2%−8−0.1%ReducedHolders
Q4 20236,062$425.1K0.2%−20.0%ReducedHolders
Q3 20236,064$392.5K0.2%+51+0.8%AddedHolders
Q2 20236,013$422.4K0.2%+122+2.1%AddedHolders
Q1 20235,891$409.9K0.2%+42+0.7%AddedHolders
Q4 20225,849$417.7K0.2%+34+0.6%AddedHolders
Q3 20225,815$395.4K0.2%+60+1.0%AddedHolders
Q2 20225,755$410.4K0.2%+13+0.2%AddedHolders
Q1 20225,742$416.4K0.3%+361+6.7%AddedHolders
Q4 20215,381$369.0K0.3%–No prior filingHolders