M3 Wealth Management, LLC

SEC CIK: 0002109365
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by M3 Wealth Management, 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): 32,320
Value: $3.09M
% of portfolio: 2.0%
Quarters held: 3; Since Q4 2025

Holdings of SO by M3 Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,320	$3.09M	2.0%	+210+0.7%	Added	Holders
Q1 2026	32,110	$3.10M	2.4%	+53+0.2%	Added	Holders
Q4 2025	32,057	$2.80M	2.3%	–	No prior filing	Holders