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Disclosery

Advanced Portfolio Management, LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advanced Portfolio Management, LLC on SOFI, newest first. How the timeline and the estimate are built.

Advanced Portfolio Management, LLC held 55,000 SOFI shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 55,000 shares
    Change vs previous 13F +40,000 shares

    4.4% of the 13F portfolio, value $1,439,900.

    13F-HR 0001940461-26-000002 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 15,000 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $396,300.

    13F-HR 0001940461-25-000010 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).