Envision Financial Transparency, LLC

SEC CIK: 0002080849
Latest filing: Aug 21, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Envision Financial Transparency, 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 (Q2 2026): 4,821
Value: $382.4K
% of portfolio: 0.3%
Quarters held: 2; Since Q1 2026

Holdings of SO by Envision Financial Transparency, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,821	$382.4K	0.3%	+826+20.7%	Added	Holders
Q1 2026	3,995	$386.0K	0.4%	–	No prior filing	Holders