Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
SO holding history
Southern Co in every 13F filed by Holistic Planning, 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)
- 7,754
- Value
- $742.1K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,754 | $742.1K | 0.1% | +153+2.0% | Added | Holders |
| Q1 2026 | 7,601 | $733.7K | 0.1% | +110+1.5% | Added | Holders |
| Q4 2025 | 7,491 | $653.2K | 0.1% | +1,357+22.1% | Added | Holders |
| Q3 2025 | 6,134 | $581.3K | 0.2% | +1,146+23.0% | Added | Holders |
| Q2 2025 | 4,988 | $458.0K | 0.1% | +20.0% | Added | Holders |
| Q1 2025 | 4,986 | $458.5K | 0.2% | +10.0% | Added | Holders |
| Q4 2024 | 4,985 | $410.4K | 0.1% | +341+7.3% | Added | Holders |
| Q3 2024 | 4,644 | $418.8K | 0.2% | +4,644 | New | Holders |