ADVISORS MANAGEMENT GROUP INC /ADV: SOFI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISORS MANAGEMENT GROUP INC /ADV on SOFI, newest first. How the timeline and the estimate are built.
ADVISORS MANAGEMENT GROUP INC /ADV held 10,815 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 10,815 sharesChange vs previous 13F -1,571 shares
0.03% of the 13F portfolio, value $193,000.
13F-HR 0000842766-26-000004 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,386 sharesChange vs previous 13F +860 shares
0.04% of the 13F portfolio, value $196,000.
13F-HR 0000842766-26-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,526 sharesChange vs previous 13F +101 shares
0.05% of the 13F portfolio, value $302,000.
13F-HR 0000842766-26-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,425 sharesChange vs previous 13F +84 shares
0.05% of the 13F portfolio, value $302,000.
13F-HR 0000842766-25-000008 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,341 sharesChange vs previous 13F +178 shares
0.04% of the 13F portfolio, value $207,000.
13F-HR 0000842766-25-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,163 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $130,000.
13F-HR 0000842766-25-000003 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,263 sharesChange vs previous 13F +612 shares
0.04% of the 13F portfolio, value $173,000.
13F-HR 0000842766-25-000001 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,651 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $84,000.
13F-HR 0000842766-24-000005 filed by ADVISORS MANAGEMENT GROUP INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).