Approach Retirement Advisors, LLC

SEC CIK: 0002106948
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Approach Retirement 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 (Q2 2026): 6,067
Value: $580.8K
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2025

Holdings of SO by Approach Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,067	$580.8K	0.4%	+216+3.7%	Added	Holders
Q1 2026	5,851	$564.7K	0.5%	+506+9.5%	Added	Holders
Q4 2025	5,345	$466.0K	0.4%	–	No prior filing	Holders