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Livermore
Livermore
ZHEN

Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

SO holding history

Southern Co in every 13F filed by Viawealth, 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)
7,169
Value
$686.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of SO by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,169$686.1K0.3%−55−0.8%ReducedHolders
Q1 20267,224$697.3K0.4%+98+1.4%AddedHolders
Q4 20257,126$621.4K0.3%−695−8.9%ReducedHolders
Q3 20257,821$741.2K0.4%+50+0.6%AddedHolders
Q2 20257,771$713.6K0.4%−969−11.1%ReducedHolders
Q1 20258,740$803.6K0.5%−1,423−14.0%ReducedHolders
Q4 202410,163$836.6K0.5%−1,156−10.2%ReducedHolders
Q3 202411,319$1.02M0.6%00.0%UnchangedHolders
Q2 202411,319$878.0K0.5%00.0%UnchangedHolders
Q1 202411,319$812.0K0.5%00.0%UnchangedHolders
Q4 202311,319$793.7K0.5%00.0%UnchangedHolders
Q3 202311,319$732.6K0.5%00.0%UnchangedHolders
Q2 202311,319$795.2K0.6%00.0%UnchangedHolders
Q1 202311,319$787.6K0.6%00.0%UnchangedHolders
Q4 202211,319$809.3K0.7%–No prior filingHolders