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Livermore
Livermore
ZHEN

Ledgewood Wealth Advisors, LLC

SEC CIK
0002064043
Latest filing
Jul 8, 2026

SO holding history

Southern Co in every 13F filed by Ledgewood 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 overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
2,892
Value
$276.8K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of SO by Ledgewood Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,892$276.8K0.1%00.0%UnchangedHolders
Q1 20262,892$279.1K0.2%00.0%UnchangedHolders
Q4 20252,892$252.1K0.1%00.0%UnchangedHolders
Q3 20252,892$274.0K0.2%00.0%UnchangedHolders
Q2 20252,892$265.5K0.2%00.0%UnchangedHolders
Q1 20252,892$265.9K0.2%00.0%UnchangedHolders
Q4 20242,892$238.0K0.2%00.0%UnchangedHolders
Q3 20242,892$260.8K0.2%+2,892NewHolders