Skip to main content

RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

SO holding history

Southern Co in every 13F filed by RF&L Wealth Management, 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)
4,852
Value
$464.3K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of SO by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,852$464.3K0.3%00.0%UnchangedHolders
Q1 20264,852$468.3K0.4%00.0%UnchangedHolders
Q4 20254,852$423.1K0.2%+4,852NewHolders