Robinson Smith Wealth Advisors LLC

SEC CIK: 0002008554
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Robinson Smith Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of SO by Robinson Smith Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−2,254−100.0%	Sold out	Holders
Q3 2024	2,254	$203.3K	0.2%	−473−17.3%	Reduced	Holders
Q2 2024	2,727	$211.5K	0.2%	+2,727	New	Holders