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Livermore
Livermore
ZHEN

Silverlake Wealth Management LLC

SEC CIK
0001966026
Latest filing
Aug 6, 2026

SO holding history

Southern Co in every 13F filed by Silverlake 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)
10,839
Value
$1.04M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of SO by Silverlake Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,839$1.04M0.2%+7+0.1%AddedHolders
Q1 202610,832$1.05M0.2%−9−0.1%ReducedHolders
Q4 202510,841$945.3K0.2%−41−0.4%ReducedHolders
Q3 202510,882$1.03M0.3%+7+0.1%AddedHolders
Q2 202510,875$998.6K0.3%+505+4.9%AddedHolders
Q1 202510,370$953.5K0.4%−324−3.0%ReducedHolders
Q4 202410,694$880.3K0.3%−24−0.2%ReducedHolders
Q3 202410,718$966.5K0.4%00.0%UnchangedHolders
Q2 202410,718$831.4K0.3%−546−4.8%ReducedHolders
Q1 202411,264$808.1K0.4%+612+5.7%AddedHolders
Q4 202310,652$746.9K0.4%−231−2.1%ReducedHolders
Q3 202310,883$704.4K0.4%−255−2.3%ReducedHolders
Q2 202311,138$782.4K0.4%−40−0.4%ReducedHolders
Q1 202311,178$777.7K0.5%+136+1.2%AddedHolders
Q4 202211,042$788.5K0.5%+50.0%AddedHolders
Q3 202211,037$750.5K0.5%−399−3.5%ReducedHolders
Q2 202211,436$815.5K0.5%+50.0%AddedHolders
Q1 202211,431$828.9K0.5%+35+0.3%AddedHolders
Q4 202111,396$781.5K0.4%–No prior filingHolders