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Tidemark, LLC

SEC CIK
0002009591
Latest filing
Aug 10, 2026

SO holding history

Southern Co in every 13F filed by Tidemark, 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)
233
Value
$22.3K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of SO by Tidemark, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026233$22.3K<0.1%−44−15.9%ReducedHolders
Q1 2026277$26.7K<0.1%+5+1.8%AddedHolders
Q4 2025272$23.7K<0.1%00.0%UnchangedHolders
Q3 2025272$25.8K<0.1%00.0%UnchangedHolders
Q2 2025272$25.0K<0.1%00.0%UnchangedHolders
Q1 2025272$25.0K<0.1%00.0%UnchangedHolders
Q4 2024272$22.4K<0.1%+47+20.9%AddedHolders
Q3 2024225$20.3K<0.1%00.0%UnchangedHolders
Q2 2024225$17.5K<0.1%00.0%UnchangedHolders
Q1 2024225$16.1K<0.1%00.0%UnchangedHolders
Q4 2023225$15.8K<0.1%–No prior filingHolders